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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 | $41,989 | $76,522-45.1% | $56,033-25.1% | $145,884-71.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.48% | 3014.28%-3002.8pp | 1711.38%-1699.9pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,329 | $1,382-3.9% | $1,041+27.6% | $4,662-71.5% |
| Participant deferral / active EE | $5,887 | $2,624+124.4% | $1,954+201.3% | $6,690-12.0% |
| Admin fee / account holder | $5,070 | $3,328+52.3% | $2,827+79.3% | $13,392-62.1% |