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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 | $108,797 | $150,447-27.7% | $136,298-20.2% | $147,586-26.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 21.98% | 1049.15%-1027.2pp | 5156.27%-5134.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,433 | $5,256-72.7% | $4,696-69.5% | $4,876-70.6% |
| Participant deferral / active EE | $3,245 | $6,631-51.1% | $6,247-48.1% | $5,439-40.3% |
| Admin fee / account holder | $804 | $10,906-92.6% | $9,244-91.3% | $10,886-92.6% |