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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 | $59,523 | $76,519-22.2% | $56,025+6.2% | $145,897-59.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.14% | 3017.03%-3005.9pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $7,021 | $1,383+407.5% | $1,042+574.0% | $4,663+50.6% |
| Participant deferral / active EE | $3,218 | $2,624+22.6% | $1,955+64.7% | $6,689-51.9% |
| Admin fee / account holder | $3,896 | $3,331+17.0% | $2,828+37.7% | $13,390-70.9% |