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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 | $65,875 | $150,447-56.2% | $136,298-51.7% | $147,586-55.4% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 15.73% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,434 | $5,256-72.7% | $4,696-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $4,013 | $6,631-39.5% | $6,247-35.8% | $5,439-26.2% |
| Admin fee / account holder | $405 | $10,906-96.3% | $9,244-95.6% | $10,886-96.3% |