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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 | $64,365 | $150,445-57.2% | $136,297-52.8% | $147,585-56.4% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 15.34% | 1049.14%-1033.8pp | 5156.16%-5140.8pp | 578.57%-563.2pp |
| Employer contribution / active EE | $2,286 | $5,256-56.5% | $4,696-51.3% | $4,876-53.1% |
| Participant deferral / active EE | $4,225 | $6,631-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $2,830 | $10,906-74.0% | $9,244-69.4% | $10,885-74.0% |