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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 | $46,416 | $150,446-69.1% | $136,297-65.9% | $147,585-68.5% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 18.29% | 1049.14%-1030.9pp | 5156.19%-5137.9pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,394 | $5,256-73.5% | $4,696-70.3% | $4,876-71.4% |
| Participant deferral / active EE | $4,419 | $6,631-33.4% | $6,247-29.3% | $5,439-18.7% |
| Admin fee / account holder | $7,145 | $10,906-34.5% | $9,244-22.7% | $10,886-34.4% |