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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 | $34,355 | $150,446-77.2% | $136,297-74.8% | $147,585-76.7% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 16.90% | 1049.14%-1032.2pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,364 | $5,256-74.0% | $4,696-70.9% | $4,876-72.0% |
| Participant deferral / active EE | $2,691 | $6,631-59.4% | $6,247-56.9% | $5,439-50.5% |
| Admin fee / account holder | $4,415 | $10,906-59.5% | $9,244-52.2% | $10,886-59.4% |