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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 | $118,335 | $150,447-21.3% | $136,298-13.2% | $147,586-19.8% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 15.23% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,289 | $5,256-75.5% | $4,696-72.6% | $4,876-73.6% |
| Participant deferral / active EE | $3,592 | $6,631-45.8% | $6,247-42.5% | $5,439-33.9% |
| Admin fee / account holder | $3,367 | $10,906-69.1% | $9,244-63.6% | $10,886-69.1% |