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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 | $69,322 | $150,442-53.9% | $136,295-49.1% | $147,585-53.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 11.56% | 1049.09%-1037.5pp | 5155.97%-5144.4pp | 578.56%-567.0pp |
| Employer contribution / active EE | $2,211 | $5,256-57.9% | $4,695-52.9% | $4,876-54.7% |
| Participant deferral / active EE | $5,641 | $6,630-14.9% | $6,247-9.7% | $5,439+3.7% |
| Admin fee / account holder | $1,700 | $10,905-84.4% | $9,243-81.6% | $10,885-84.4% |