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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 | $125,963 | $150,447-16.3% | $136,298-7.6% | $147,586-14.7% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 10.69% | 1049.15%-1038.5pp | 5156.27%-5145.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $976 | $5,256-81.4% | $4,696-79.2% | $4,876-80.0% |
| Participant deferral / active EE | $2,780 | $6,631-58.1% | $6,247-55.5% | $5,439-48.9% |
| Admin fee / account holder | $2,098 | $10,906-80.8% | $9,244-77.3% | $10,886-80.7% |