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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 | $46,160 | $150,447-69.3% | $136,298-66.1% | $147,586-68.7% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 15.22% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,836 | $5,256-65.1% | $4,696-60.9% | $4,876-62.3% |
| Participant deferral / active EE | $6,832 | $6,631+3.0% | $6,247+9.4% | $5,439+25.6% |
| Admin fee / account holder | $592 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |