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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 | $91,184 | $150,447-39.4% | $136,298-33.1% | $147,586-38.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 18.55% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $1,738 | $5,256-66.9% | $4,696-63.0% | $4,876-64.4% |
| Participant deferral / active EE | $6,083 | $6,631-8.3% | $6,247-2.6% | $5,439+11.9% |
| Admin fee / account holder | $339 | $10,906-96.9% | $9,244-96.3% | $10,886-96.9% |