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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 | $97,699 | $150,442-35.1% | $136,295-28.3% | $147,585-33.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.03% | 1049.09%-1033.1pp | 5155.97%-5139.9pp | 578.56%-562.5pp |
| Employer contribution / active EE | $914 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $7,909 | $6,630+19.3% | $6,247+26.6% | $5,439+45.4% |
| Admin fee / account holder | $420 | $10,905-96.2% | $9,243-95.5% | $10,885-96.1% |