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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 | $28,864 | $150,447-80.8% | $136,298-78.8% | $147,586-80.4% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 15.52% | 1049.15%-1033.6pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $922 | $5,256-82.5% | $4,696-80.4% | $4,876-81.1% |
| Participant deferral / active EE | $3,614 | $6,631-45.5% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $1,856 | $10,906-83.0% | $9,244-79.9% | $10,886-82.9% |