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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 | $50,339 | $150,446-66.5% | $136,297-63.1% | $147,585-65.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.01% | 1049.14%-1033.1pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $1,149 | $5,256-78.1% | $4,696-75.5% | $4,876-76.4% |
| Participant deferral / active EE | $2,724 | $6,631-58.9% | $6,247-56.4% | $5,439-49.9% |
| Admin fee / account holder | $2,251 | $10,906-79.4% | $9,244-75.6% | $10,886-79.3% |