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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 | $140,664 | $171,867-18.2% | $149,721-6.0% | $147,586-4.7% |
| Participation rate | 53.8% | 88.2%-34.3pp | 87.1%-33.2pp | 82.8%-29.0pp |
| Annual return | 12.95% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $1,640 | $6,275-73.9% | $5,444-69.9% | $4,876-66.4% |
| Participant deferral / active EE | $5,834 | $7,270-19.8% | $6,568-11.2% | $5,439+7.3% |
| Admin fee / account holder | $3,090 | $13,799-77.6% | $11,282-72.6% | $10,886-71.6% |