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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 | $97,799 | $76,608+27.7% | $56,077+74.4% | $145,877-33.0% |
| Participation rate | 5.3% | 63.2%-58.0pp | 52.5%-47.2pp | 80.3%-75.0pp |
| Annual return | 12.01% | 3009.59%-2997.6pp | 1709.28%-1697.3pp | 551.28%-539.3pp |
| Employer contribution / active EE | $139 | $1,382-89.9% | $1,040-86.6% | $4,663-97.0% |
| Participant deferral / active EE | $256 | $2,624-90.3% | $1,954-86.9% | $6,691-96.2% |
| Admin fee / account holder | $806 | $3,325-75.8% | $2,825-71.5% | $13,402-94.0% |