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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 | $74,648 | $150,447-50.4% | $136,298-45.2% | $147,586-49.4% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 13.22% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,301 | $5,256-75.3% | $4,696-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $3,088 | $6,631-53.4% | $6,247-50.6% | $5,439-43.2% |
| Admin fee / account holder | $1,844 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |