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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 | $64,939 | $150,447-56.8% | $136,298-52.4% | $147,586-56.0% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 17.90% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,870 | $5,256-64.4% | $4,696-60.2% | $4,876-61.6% |
| Participant deferral / active EE | $4,274 | $6,631-35.5% | $6,247-31.6% | $5,439-21.4% |
| Admin fee / account holder | $919 | $10,906-91.6% | $9,244-90.1% | $10,886-91.6% |