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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 | $71,377 | $76,519-6.7% | $56,025+27.4% | $145,897-51.1% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 76.80% | 3017.03%-2940.2pp | 1712.69%-1635.9pp | 552.29%-475.5pp |
| Employer contribution / active EE | $926 | $1,383-33.1% | $1,042-11.1% | $4,663-80.1% |
| Participant deferral / active EE | $2,781 | $2,624+6.0% | $1,955+42.3% | $6,689-58.4% |
| Admin fee / account holder | $65,724 | $3,331+1873.2% | $2,828+2223.8% | $13,390+390.8% |