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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 | $233,352 | $150,447+55.1% | $136,298+71.2% | $147,586+58.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.19% | 1049.15%-1031.0pp | 5156.27%-5138.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,643 | $5,256-49.7% | $4,696-43.7% | $4,876-45.8% |
| Participant deferral / active EE | $4,592 | $6,631-30.7% | $6,247-26.5% | $5,439-15.6% |
| Admin fee / account holder | $2,487 | $10,906-77.2% | $9,244-73.1% | $10,886-77.2% |