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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 | $72,396+65.6% | $67,511+77.6% | $145,959-17.9% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 16.81% | 7194.07%-7177.3pp | 3517.41%-3500.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $8,412 | $3,071+173.9% | $2,733+207.8% | $4,661+80.5% |
| Participant deferral / active EE | $4,800 | $4,781+0.4% | $4,000+20.0% | $6,689-28.2% |
| Admin fee / account holder | $1,168 | $5,538-78.9% | $3,999-70.8% | $13,398-91.3% |