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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 | $52,335 | $84,685-38.2% | $73,836-29.1% | $125,389-58.3% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | -1.43% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,907 | $3,123-38.9% | $2,787-31.6% | $4,866-60.8% |
| Participant deferral / active EE | $4,483 | $3,993+12.3% | $3,583+25.1% | $5,352-16.2% |
| Admin fee / account holder | $2,400 | $5,694-57.8% | $4,882-50.8% | $9,541-74.8% |