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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 | $76,608-22.3% | $56,077+6.1% | $145,877-59.2% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 11.14% | 3009.59%-2998.4pp | 1709.28%-1698.1pp | 551.28%-540.1pp |
| Employer contribution / active EE | $7,021 | $1,382+408.1% | $1,040+574.8% | $4,663+50.6% |
| Participant deferral / active EE | $3,218 | $2,624+22.6% | $1,954+64.7% | $6,691-51.9% |
| Admin fee / account holder | $3,896 | $3,325+17.2% | $2,825+37.9% | $13,402-70.9% |