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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 | $59,251 | $72,426-18.2% | $67,560-12.3% | $145,897-59.4% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.8pp | 80.3%-62.1pp |
| Annual return | 13.43% | 7226.78%-7213.4pp | 3533.50%-3520.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $474 | $3,074-84.6% | $2,737-82.7% | $4,663-89.8% |
| Participant deferral / active EE | $908 | $4,785-81.0% | $4,004-77.3% | $6,689-86.4% |
| Admin fee / account holder | $1,453 | $5,514-73.6% | $3,994-63.6% | $13,390-89.1% |