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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 | $52,360 | $150,447-65.2% | $136,298-61.6% | $147,586-64.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 19.12% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.5pp |
| Employer contribution / active EE | $7,717 | $5,256+46.8% | $4,696+64.4% | $4,876+58.3% |
| Participant deferral / active EE | $3,731 | $6,631-43.7% | $6,247-40.3% | $5,439-31.4% |
| Admin fee / account holder | $966 | $10,906-91.1% | $9,244-89.6% | $10,886-91.1% |