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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 | $28,788 | $150,447-80.9% | $136,298-78.9% | $147,586-80.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.83% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,371 | $5,256-54.9% | $4,696-49.5% | $4,876-51.4% |
| Participant deferral / active EE | $6,252 | $6,631-5.7% | $6,247+0.1% | $5,439+15.0% |
| Admin fee / account holder | $1,236 | $10,906-88.7% | $9,244-86.6% | $10,886-88.6% |