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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 | $46,270 | $150,447-69.2% | $136,298-66.1% | $147,586-68.6% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 35.61% | 1049.15%-1013.5pp | 5156.27%-5120.7pp | 578.59%-543.0pp |
| Employer contribution / active EE | $2,170 | $5,256-58.7% | $4,696-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $3,923 | $6,631-40.8% | $6,247-37.2% | $5,439-27.9% |
| Admin fee / account holder | $1,897 | $10,906-82.6% | $9,244-79.5% | $10,886-82.6% |