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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 | $115,211 | $150,447-23.4% | $136,298-15.5% | $147,586-21.9% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 16.71% | 1049.15%-1032.4pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,058 | $5,256-60.9% | $4,696-56.2% | $4,876-57.8% |
| Participant deferral / active EE | $4,821 | $6,631-27.3% | $6,247-22.8% | $5,439-11.4% |
| Admin fee / account holder | $7,114 | $10,906-34.8% | $9,244-23.0% | $10,886-34.6% |