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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 | $29,418 | $150,447-80.4% | $136,298-78.4% | $147,586-80.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 20.89% | 1049.15%-1028.3pp | 5156.27%-5135.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,083 | $5,256-60.4% | $4,696-55.6% | $4,876-57.3% |
| Participant deferral / active EE | $4,352 | $6,631-34.4% | $6,247-30.3% | $5,439-20.0% |
| Admin fee / account holder | $1,288 | $10,906-88.2% | $9,244-86.1% | $10,886-88.2% |