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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 | $124,175-4.3% | $108,405+9.6% | $167,536-29.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.95% | 1380.13%-1367.2pp | 905.55%-892.6pp | 478.82%-465.9pp |
| Employer contribution / active EE | $15,625 | $4,188+273.1% | $3,559+339.0% | $4,839+222.9% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,563+98.1% | $6,342+105.0% |
| Admin fee / account holder | $843 | $9,457-91.1% | $7,297-88.5% | $12,315-93.2% |