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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 | $62,097 | $150,447-58.7% | $136,298-54.4% | $147,586-57.9% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 16.66% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,980 | $5,256-62.3% | $4,696-57.8% | $4,876-59.4% |
| Participant deferral / active EE | $4,384 | $6,631-33.9% | $6,247-29.8% | $5,439-19.4% |
| Admin fee / account holder | $4,994 | $10,906-54.2% | $9,244-46.0% | $10,886-54.1% |