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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 | $76,608-13.8% | $56,077+17.8% | $145,877-54.7% |
| Participation rate | 43.5% | 63.2%-19.8pp | 52.5%-9.0pp | 80.3%-36.8pp |
| Annual return | 12.48% | 3009.59%-2997.1pp | 1709.28%-1696.8pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,392 | $1,382+0.7% | $1,040+33.8% | $4,663-70.1% |
| Participant deferral / active EE | $3,846 | $2,624+46.6% | $1,954+96.8% | $6,691-42.5% |
| Admin fee / account holder | $10,160 | $3,325+205.6% | $2,825+259.7% | $13,402-24.2% |