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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 | $77,069 | $150,446-48.8% | $136,297-43.5% | $147,585-47.8% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 39.84% | 1049.14%-1009.3pp | 5156.19%-5116.4pp | 578.58%-538.7pp |
| Employer contribution / active EE | $4,006 | $5,256-23.8% | $4,696-14.7% | $4,876-17.8% |
| Participant deferral / active EE | $8,983 | $6,631+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $716 | $10,906-93.4% | $9,244-92.3% | $10,886-93.4% |