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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 | $97,326 | $150,447-35.3% | $136,298-28.6% | $147,586-34.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.88% | 1049.15%-1036.3pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $1,669 | $5,256-68.2% | $4,696-64.4% | $4,876-65.8% |
| Participant deferral / active EE | $8,641 | $6,631+30.3% | $6,247+38.3% | $5,439+58.9% |
| Admin fee / account holder | $815 | $10,906-92.5% | $9,244-91.2% | $10,886-92.5% |