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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 | $76,634-6.9% | $56,054+27.3% | $145,978-51.1% |
| Participation rate | 23.1% | 63.2%-40.2pp | 52.5%-29.4pp | 80.3%-57.2pp |
| Annual return | 76.80% | 3004.33%-2927.5pp | 1705.95%-1629.1pp | 550.52%-473.7pp |
| Employer contribution / active EE | $926 | $1,380-32.9% | $1,039-10.9% | $4,662-80.1% |
| Participant deferral / active EE | $2,781 | $2,622+6.1% | $1,952+42.5% | $6,690-58.4% |
| Admin fee / account holder | $65,724 | $3,321+1878.9% | $2,822+2228.6% | $13,400+390.5% |