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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 | $70,336 | $169,361-58.5% | $129,397-45.6% | $145,877-51.8% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 22.48% | 14395.54%-14373.1pp | 9453.98%-9431.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,434 | $5,542-74.1% | $4,154-65.5% | $4,663-69.2% |
| Participant deferral / active EE | $2,086 | $4,987-58.2% | $4,167-49.9% | $6,691-68.8% |
| Admin fee / account holder | $5,703 | $9,903-42.4% | $7,679-25.7% | $13,402-57.4% |