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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 | $51,228 | $150,447-65.9% | $136,298-62.4% | $147,586-65.3% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 17.18% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $943 | $5,256-82.1% | $4,696-79.9% | $4,876-80.7% |
| Participant deferral / active EE | $3,544 | $6,631-46.5% | $6,247-43.3% | $5,439-34.8% |
| Admin fee / account holder | $348 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |