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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 | $96,778 | $150,447-35.7% | $136,298-29.0% | $147,586-34.4% |
| Participation rate | 34.8% | 84.4%-49.6pp | 81.9%-47.1pp | 82.8%-48.0pp |
| Annual return | 20.55% | 1049.15%-1028.6pp | 5156.27%-5135.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,673 | $5,256-68.2% | $4,696-64.4% | $4,876-65.7% |
| Participant deferral / active EE | $2,639 | $6,631-60.2% | $6,247-57.8% | $5,439-51.5% |
| Admin fee / account holder | $2,289 | $10,906-79.0% | $9,244-75.2% | $10,886-79.0% |