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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 | $53,793 | $150,447-64.2% | $136,298-60.5% | $147,586-63.6% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 22.74% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.9pp |
| Employer contribution / active EE | $4,153 | $5,256-21.0% | $4,696-11.6% | $4,876-14.8% |
| Participant deferral / active EE | $8,135 | $6,631+22.7% | $6,247+30.2% | $5,439+49.6% |
| Admin fee / account holder | $3,572 | $10,906-67.2% | $9,244-61.4% | $10,886-67.2% |