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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 | $92,243 | $76,519+20.5% | $56,025+64.6% | $145,897-36.8% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | 12.70% | 3017.03%-3004.3pp | 1712.69%-1700.0pp | 552.29%-539.6pp |
| Employer contribution / active EE | $557 | $1,383-59.7% | $1,042-46.5% | $4,663-88.1% |
| Participant deferral / active EE | $4,246 | $2,624+61.8% | $1,955+117.3% | $6,689-36.5% |
| Admin fee / account holder | $329 | $3,331-90.1% | $2,828-88.4% | $13,390-97.5% |