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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 | $42,959 | $150,442-71.4% | $136,295-68.5% | $147,585-70.9% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 17.18% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.4pp |
| Employer contribution / active EE | $2,133 | $5,256-59.4% | $4,695-54.6% | $4,876-56.2% |
| Participant deferral / active EE | $3,090 | $6,630-53.4% | $6,247-50.5% | $5,439-43.2% |
| Admin fee / account holder | $2,015 | $10,905-81.5% | $9,243-78.2% | $10,885-81.5% |