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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 | $25,275 | $150,442-83.2% | $136,295-81.5% | $147,585-82.9% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 19.24% | 1049.09%-1029.9pp | 5155.97%-5136.7pp | 578.56%-559.3pp |
| Employer contribution / active EE | $1,338 | $5,256-74.5% | $4,695-71.5% | $4,876-72.6% |
| Participant deferral / active EE | $4,053 | $6,630-38.9% | $6,247-35.1% | $5,439-25.5% |
| Admin fee / account holder | $7,163 | $10,905-34.3% | $9,243-22.5% | $10,885-34.2% |