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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 | $40,773 | $150,447-72.9% | $136,298-70.1% | $147,586-72.4% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 17.05% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $933 | $5,256-82.2% | $4,696-80.1% | $4,876-80.9% |
| Participant deferral / active EE | $3,355 | $6,631-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $18,007 | $10,906+65.1% | $9,244+94.8% | $10,886+65.4% |