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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 | $66,103 | $109,872-39.8% | $98,483-32.9% | $167,536-60.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 14.44% | 1959.31%-1944.9pp | 1494.38%-1479.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $8,190 | $3,225+153.9% | $2,961+176.6% | $4,839+69.2% |
| Participant deferral / active EE | $11,584 | $4,673+147.9% | $4,276+170.9% | $6,342+82.6% |
| Admin fee / account holder | $17,247 | $6,757+155.2% | $5,953+189.7% | $12,315+40.1% |