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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 | $76,608-6.8% | $56,077+27.3% | $145,877-51.1% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 76.80% | 3009.59%-2932.8pp | 1709.28%-1632.5pp | 551.28%-474.5pp |
| Employer contribution / active EE | $926 | $1,382-33.0% | $1,040-11.0% | $4,663-80.1% |
| Participant deferral / active EE | $2,781 | $2,624+6.0% | $1,954+42.3% | $6,691-58.4% |
| Admin fee / account holder | $65,724 | $3,325+1876.6% | $2,825+2226.6% | $13,402+390.4% |