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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 | $2,620 | $76,785-96.6% | $56,441-95.4% | $145,959-98.2% |
| Participation rate | 26.7% | 63.2%-36.6pp | 52.5%-25.8pp | 80.3%-53.6pp |
| Annual return | 138.17% | 3000.51%-2862.3pp | 1704.21%-1566.0pp | 561.95%-423.8pp |
| Employer contribution / active EE | $112 | $1,381-91.9% | $1,039-89.2% | $4,661-97.6% |
| Participant deferral / active EE | $254 | $2,624-90.3% | $1,953-87.0% | $6,689-96.2% |
| Admin fee / account holder | $1,010 | $3,334-69.7% | $2,829-64.3% | $13,398-92.5% |