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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 | $83,084 | $150,447-44.8% | $136,298-39.0% | $147,586-43.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.66% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $999 | $5,256-81.0% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $4,171 | $6,631-37.1% | $6,247-33.2% | $5,439-23.3% |
| Admin fee / account holder | $13,516 | $10,906+23.9% | $9,244+46.2% | $10,886+24.2% |