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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 | $52,474 | $150,447-65.1% | $136,298-61.5% | $147,586-64.4% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 64.25% | 1049.15%-984.9pp | 5156.27%-5092.0pp | 578.59%-514.3pp |
| Employer contribution / active EE | $1,251 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $4,948 | $6,631-25.4% | $6,247-20.8% | $5,439-9.0% |
| Admin fee / account holder | $4,191 | $10,906-61.6% | $9,244-54.7% | $10,886-61.5% |