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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 | $32,189 | $150,447-78.6% | $136,298-76.4% | $147,586-78.2% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 22.69% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $1,690 | $5,256-67.9% | $4,696-64.0% | $4,876-65.3% |
| Participant deferral / active EE | $3,655 | $6,631-44.9% | $6,247-41.5% | $5,439-32.8% |
| Admin fee / account holder | $1,364 | $10,906-87.5% | $9,244-85.2% | $10,886-87.5% |