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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 | $72,403-14.4% | $67,524-8.2% | $145,978-57.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.53% | 7197.23%-7185.7pp | 3519.41%-3507.9pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,108 | $3,072-63.9% | $2,734-59.5% | $4,662-76.2% |
| Participant deferral / active EE | $8,740 | $4,782+82.8% | $4,001+118.4% | $6,690+30.6% |
| Admin fee / account holder | $3,396 | $5,541-38.7% | $4,001-15.1% | $13,400-74.7% |