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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 | $44,430 | $150,447-70.5% | $136,298-67.4% | $147,586-69.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.58% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,391 | $5,256-73.5% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $3,813 | $6,631-42.5% | $6,247-39.0% | $5,439-29.9% |
| Admin fee / account holder | $449 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |