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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 | $27,309 | $150,447-81.8% | $136,298-80.0% | $147,586-81.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.29% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $3,453 | $5,256-34.3% | $4,696-26.5% | $4,876-29.2% |
| Participant deferral / active EE | $4,099 | $6,631-38.2% | $6,247-34.4% | $5,439-24.6% |
| Admin fee / account holder | $4,341 | $10,906-60.2% | $9,244-53.0% | $10,886-60.1% |