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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 | $84,142 | $72,465+16.1% | $67,575+24.5% | $145,884-42.3% |
| Participation rate | 52.6% | 76.9%-24.3pp | 72.9%-20.3pp | 80.3%-27.7pp |
| Annual return | 10.93% | 7222.56%-7211.6pp | 3528.98%-3518.1pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,695 | $3,074+20.2% | $2,736+35.1% | $4,662-20.8% |
| Participant deferral / active EE | $4,128 | $4,786-13.7% | $4,003+3.1% | $6,690-38.3% |
| Admin fee / account holder | $765 | $5,515-86.1% | $3,993-80.8% | $13,392-94.3% |