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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 | $36,435 | $150,447-75.8% | $136,298-73.3% | $147,586-75.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 23.52% | 1049.15%-1025.6pp | 5156.27%-5132.7pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,239 | $5,256-57.4% | $4,696-52.3% | $4,876-54.1% |
| Participant deferral / active EE | $3,944 | $6,631-40.5% | $6,247-36.9% | $5,439-27.5% |
| Admin fee / account holder | $1,903 | $10,906-82.6% | $9,244-79.4% | $10,886-82.5% |