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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 | $34,704 | $150,445-76.9% | $136,297-74.5% | $147,585-76.5% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 16.97% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $2,380 | $5,256-54.7% | $4,696-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $5,427 | $6,631-18.2% | $6,247-13.1% | $5,439-0.2% |
| Admin fee / account holder | $777 | $10,906-92.9% | $9,244-91.6% | $10,885-92.9% |