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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 | $70,754 | $150,447-53.0% | $136,298-48.1% | $147,586-52.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 19.54% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $1,900 | $5,256-63.9% | $4,696-59.5% | $4,876-61.0% |
| Participant deferral / active EE | $3,596 | $6,631-45.8% | $6,247-42.4% | $5,439-33.9% |
| Admin fee / account holder | $427 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |