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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 | $106,977 | $70,587+51.6% | $124,693-14.2% | $85,856+24.6% |
| Participation rate | 35.0% | 64.4%-29.4pp | 74.6%-39.6pp | 69.3%-34.3pp |
| Annual return | 40.50% | 20688.83%-20648.3pp | 5144.19%-5103.7pp | 318.58%-278.1pp |
| Employer contribution / active EE | $562 | $1,913-70.6% | $3,324-83.1% | $2,565-78.1% |
| Participant deferral / active EE | $2,621 | $2,969-11.7% | $4,615-43.2% | $3,952-33.7% |
| Admin fee / account holder | $1,603 | $5,282-69.6% | $7,494-78.6% | $6,261-74.4% |