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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 | $36,184 | $150,442-75.9% | $136,295-73.5% | $147,585-75.5% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 17.75% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $1,158 | $5,256-78.0% | $4,695-75.3% | $4,876-76.2% |
| Participant deferral / active EE | $2,345 | $6,630-64.6% | $6,247-62.5% | $5,439-56.9% |
| Admin fee / account holder | $2,503 | $10,905-77.1% | $9,243-72.9% | $10,885-77.0% |