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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 | $17,884 | $99,647-82.1% | $86,439-79.3% | $134,509-86.7% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 293.27% | 6784.13%-6490.9pp | 4395.55%-4102.3pp | 418.13%-124.9pp |
| Employer contribution / active EE | $3,551 | $4,401-19.3% | $3,769-5.8% | $4,741-25.1% |
| Participant deferral / active EE | $5,116 | $7,246-29.4% | $6,952-26.4% | $6,400-20.1% |
| Admin fee / account holder | $3,505 | $8,373-58.1% | $6,732-47.9% | $11,427-69.3% |