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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 | $44,828 | $150,447-70.2% | $136,298-67.1% | $147,586-69.6% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 64.44% | 1049.15%-984.7pp | 5156.27%-5091.8pp | 578.59%-514.2pp |
| Employer contribution / active EE | $3,121 | $5,256-40.6% | $4,696-33.5% | $4,876-36.0% |
| Participant deferral / active EE | $5,903 | $6,631-11.0% | $6,247-5.5% | $5,439+8.5% |
| Admin fee / account holder | $2,097 | $10,906-80.8% | $9,244-77.3% | $10,886-80.7% |