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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 | $58,355 | $30,437+91.7% | $56,033+4.1% | $74,459-21.6% |
| Participation rate | 32.8% | 32.9%-0.1pp | 52.5%-19.7pp | 67.2%-34.5pp |
| Annual return | 363.77% | 24.96%+338.8pp | 1711.38%-1347.6pp | 1369.70%-1005.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,650 | $1,176+40.3% | $1,954-15.6% | $4,350-62.1% |
| Admin fee / account holder | $3,913 | $2,363+65.6% | $2,827+38.4% | $1,945+101.2% |