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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 | $118,806 | $124,187-4.3% | $108,410+9.6% | $167,518-29.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.95% | 1379.80%-1366.9pp | 905.34%-892.4pp | 478.71%-465.8pp |
| Employer contribution / active EE | $15,625 | $4,187+273.2% | $3,558+339.1% | $4,838+222.9% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,562+98.1% | $6,342+105.0% |
| Admin fee / account holder | $843 | $9,456-91.1% | $7,296-88.5% | $12,312-93.2% |