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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 | $109,647 | $76,608+43.1% | $56,077+95.5% | $145,877-24.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 9.05% | 3009.59%-3000.5pp | 1709.28%-1700.2pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,980 | $2,624+166.0% | $1,954+257.2% | $6,691+4.3% |
| Admin fee / account holder | $435 | $3,325-86.9% | $2,825-84.6% | $13,402-96.8% |