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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 | $66,054 | $76,519-13.7% | $56,025+17.9% | $145,897-54.7% |
| Participation rate | 43.5% | 63.2%-19.8pp | 52.5%-9.0pp | 80.3%-36.8pp |
| Annual return | 12.48% | 3017.03%-3004.6pp | 1712.69%-1700.2pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,392 | $1,383+0.6% | $1,042+33.6% | $4,663-70.1% |
| Participant deferral / active EE | $3,846 | $2,624+46.6% | $1,955+96.8% | $6,689-42.5% |
| Admin fee / account holder | $10,160 | $3,331+205.0% | $2,828+259.2% | $13,390-24.1% |