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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 | $91,893 | $150,447-38.9% | $136,298-32.6% | $147,586-37.7% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 21.03% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,772 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $2,799 | $6,631-57.8% | $6,247-55.2% | $5,439-48.5% |
| Admin fee / account holder | $350 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |