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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 | $119,876 | $72,465+65.4% | $67,575+77.4% | $145,884-17.8% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.5pp | 80.3%-34.8pp |
| Annual return | 16.81% | 7222.56%-7205.7pp | 3528.98%-3512.2pp | 551.85%-535.0pp |
| Employer contribution / active EE | $8,412 | $3,074+173.7% | $2,736+207.5% | $4,662+80.4% |
| Participant deferral / active EE | $4,800 | $4,786+0.3% | $4,003+19.9% | $6,690-28.3% |
| Admin fee / account holder | $1,168 | $5,515-78.8% | $3,993-70.7% | $13,392-91.3% |