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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 | $100,725 | $81,749+23.2% | $58,544+72.1% | $139,456-27.8% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 23.63% | 7425.45%-7401.8pp | 4249.56%-4225.9pp | 373.45%-349.8pp |
| Employer contribution / active EE | $2,662 | $1,398+90.4% | $1,053+152.8% | $4,753-44.0% |
| Participant deferral / active EE | $2,919 | $2,555+14.2% | $1,923+51.8% | $6,711-56.5% |
| Admin fee / account holder | $5,169 | $3,272+58.0% | $2,520+105.2% | $11,407-54.7% |