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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 | $41,411 | $150,447-72.5% | $136,298-69.6% | $147,586-71.9% |
| Participation rate | 46.7% | 84.4%-37.8pp | 81.9%-35.3pp | 82.8%-36.2pp |
| Annual return | 14.53% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,204 | $5,256-58.1% | $4,696-53.1% | $4,876-54.8% |
| Participant deferral / active EE | $3,938 | $6,631-40.6% | $6,247-37.0% | $5,439-27.6% |
| Admin fee / account holder | $487 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |