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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 | $59,421 | $150,447-60.5% | $136,298-56.4% | $147,586-59.7% |
| Participation rate | 55.0% | 84.4%-29.4pp | 81.9%-26.9pp | 82.8%-27.8pp |
| Annual return | 15.64% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,547 | $5,256-70.6% | $4,696-67.1% | $4,876-68.3% |
| Participant deferral / active EE | $5,376 | $6,631-18.9% | $6,247-14.0% | $5,439-1.2% |
| Admin fee / account holder | $1,841 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |