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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 | $62,350 | $150,447-58.6% | $136,298-54.3% | $147,586-57.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 13.21% | 1049.15%-1035.9pp | 5156.27%-5143.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,663 | $5,256-68.4% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $4,923 | $6,631-25.8% | $6,247-21.2% | $5,439-9.5% |
| Admin fee / account holder | $879 | $10,906-91.9% | $9,244-90.5% | $10,886-91.9% |