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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,672 | $76,519-78.2% | $56,025-70.2% | $145,897-88.6% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 10.83% | 3017.03%-3006.2pp | 1712.69%-1701.9pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,838 | $1,383+32.9% | $1,042+76.5% | $4,663-60.6% |
| Participant deferral / active EE | $4,359 | $2,624+66.1% | $1,955+123.0% | $6,689-34.8% |
| Admin fee / account holder | $402 | $3,331-87.9% | $2,828-85.8% | $13,390-97.0% |