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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 | $52,736 | $150,447-64.9% | $136,298-61.3% | $147,586-64.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 26.53% | 1049.15%-1022.6pp | 5156.27%-5129.7pp | 578.59%-552.1pp |
| Employer contribution / active EE | $937 | $5,256-82.2% | $4,696-80.1% | $4,876-80.8% |
| Participant deferral / active EE | $3,424 | $6,631-48.4% | $6,247-45.2% | $5,439-37.0% |
| Admin fee / account holder | $1,130 | $10,906-89.6% | $9,244-87.8% | $10,886-89.6% |