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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 | $27,932 | $150,447-81.4% | $136,298-79.5% | $147,586-81.1% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 18.81% | 1049.15%-1030.3pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,329 | $5,256-55.7% | $4,696-50.4% | $4,876-52.2% |
| Participant deferral / active EE | $3,918 | $6,631-40.9% | $6,247-37.3% | $5,439-28.0% |
| Admin fee / account holder | $449 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |