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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 | $39,896 | $150,447-73.5% | $136,298-70.7% | $147,586-73.0% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.75% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,015 | $5,256-61.7% | $4,696-57.1% | $4,876-58.7% |
| Participant deferral / active EE | $6,702 | $6,631+1.1% | $6,247+7.3% | $5,439+23.2% |
| Admin fee / account holder | $4,713 | $10,906-56.8% | $9,244-49.0% | $10,886-56.7% |