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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 | $122,119 | $150,447-18.8% | $136,298-10.4% | $147,586-17.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.63% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,273 | $5,256-75.8% | $4,696-72.9% | $4,876-73.9% |
| Participant deferral / active EE | $3,773 | $6,631-43.1% | $6,247-39.6% | $5,439-30.6% |
| Admin fee / account holder | $5,404 | $10,906-50.5% | $9,244-41.5% | $10,886-50.4% |