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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 | $60,721 | $150,447-59.6% | $136,298-55.4% | $147,586-58.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 13.89% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,153 | $5,256-40.0% | $4,696-32.8% | $4,876-35.3% |
| Participant deferral / active EE | $5,726 | $6,631-13.6% | $6,247-8.3% | $5,439+5.3% |
| Admin fee / account holder | $2,333 | $10,906-78.6% | $9,244-74.8% | $10,886-78.6% |