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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 | $116,000 | $150,447-22.9% | $136,298-14.9% | $147,586-21.4% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 16.12% | 1049.15%-1033.0pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,824 | $5,256-65.3% | $4,696-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $7,766 | $6,631+17.1% | $6,247+24.3% | $5,439+42.8% |
| Admin fee / account holder | $15,823 | $10,906+45.1% | $9,244+71.2% | $10,886+45.4% |