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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 | $36,920 | $150,447-75.5% | $136,298-72.9% | $147,586-75.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.49% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $2,940 | $5,256-44.1% | $4,696-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $7,358 | $6,631+11.0% | $6,247+17.8% | $5,439+35.3% |
| Admin fee / account holder | $17,071 | $10,906+56.5% | $9,244+84.7% | $10,886+56.8% |