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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 | $68,968 | $96,678-28.7% | $86,640-20.4% | $139,466-50.5% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 106.63% | 106.69%-0.1pp | 592.52%-485.9pp | 373.66%-267.0pp |
| Employer contribution / active EE | $1,721 | $3,265-47.3% | $3,024-43.1% | $4,754-63.8% |
| Participant deferral / active EE | $1,951 | $4,837-59.7% | $4,438-56.0% | $6,712-70.9% |
| Admin fee / account holder | $25,235 | $6,410+293.7% | $5,616+349.4% | $11,409+121.2% |