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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 | $39,046 | $150,447-74.0% | $136,298-71.4% | $147,586-73.5% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 35.83% | 1049.15%-1013.3pp | 5156.27%-5120.4pp | 578.59%-542.8pp |
| Employer contribution / active EE | $4,779 | $5,256-9.1% | $4,696+1.8% | $4,876-2.0% |
| Participant deferral / active EE | $8,215 | $6,631+23.9% | $6,247+31.5% | $5,439+51.0% |
| Admin fee / account holder | $16,498 | $10,906+51.3% | $9,244+78.5% | $10,886+51.6% |