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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 | $46,700 | $150,447-69.0% | $136,298-65.7% | $147,586-68.4% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 12.21% | 1049.15%-1036.9pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $891 | $5,256-83.1% | $4,696-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $2,281 | $6,631-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $11,032 | $10,906+1.2% | $9,244+19.3% | $10,886+1.3% |