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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 | $88,217 | $150,447-41.4% | $136,298-35.3% | $147,586-40.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 12.55% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,152 | $5,256-78.1% | $4,696-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $4,721 | $6,631-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $531 | $10,906-95.1% | $9,244-94.3% | $10,886-95.1% |