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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 | $94,166 | $150,447-37.4% | $136,298-30.9% | $147,586-36.2% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 17.51% | 1049.15%-1031.6pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,371 | $5,256-73.9% | $4,696-70.8% | $4,876-71.9% |
| Participant deferral / active EE | $3,566 | $6,631-46.2% | $6,247-42.9% | $5,439-34.4% |
| Admin fee / account holder | $6,647 | $10,906-39.1% | $9,244-28.1% | $10,886-38.9% |