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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 | $61,968 | $72,465-14.5% | $67,575-8.3% | $145,884-57.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.53% | 7222.56%-7211.0pp | 3528.98%-3517.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,108 | $3,074-63.9% | $2,736-59.5% | $4,662-76.2% |
| Participant deferral / active EE | $8,740 | $4,786+82.6% | $4,003+118.3% | $6,690+30.6% |
| Admin fee / account holder | $3,396 | $5,515-38.4% | $3,993-15.0% | $13,392-74.6% |