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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 | $45,645 | $150,442-69.7% | $136,295-66.5% | $147,585-69.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 23.35% | 1049.09%-1025.7pp | 5155.97%-5132.6pp | 578.56%-555.2pp |
| Employer contribution / active EE | $2,216 | $5,256-57.8% | $4,695-52.8% | $4,876-54.6% |
| Participant deferral / active EE | $5,924 | $6,630-10.7% | $6,247-5.2% | $5,439+8.9% |
| Admin fee / account holder | $1,073 | $10,905-90.2% | $9,243-88.4% | $10,885-90.1% |