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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 | $47,980 | $150,446-68.1% | $136,297-64.8% | $147,585-67.5% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 22.05% | 1049.14%-1027.1pp | 5156.19%-5134.1pp | 578.58%-556.5pp |
| Employer contribution / active EE | $993 | $5,256-81.1% | $4,696-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $2,963 | $6,631-55.3% | $6,247-52.6% | $5,439-45.5% |
| Admin fee / account holder | $8,709 | $10,906-20.1% | $9,244-5.8% | $10,886-20.0% |