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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 | $57,320 | $150,447-61.9% | $136,298-57.9% | $147,586-61.2% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 16.55% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $2,790 | $5,256-46.9% | $4,696-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $4,199 | $6,631-36.7% | $6,247-32.8% | $5,439-22.8% |
| Admin fee / account holder | $1,600 | $10,906-85.3% | $9,244-82.7% | $10,886-85.3% |