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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 | $88,454 | $150,447-41.2% | $136,298-35.1% | $147,586-40.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.25% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $3,160 | $5,256-39.9% | $4,696-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $4,469 | $6,631-32.6% | $6,247-28.5% | $5,439-17.8% |
| Admin fee / account holder | $32,273 | $10,906+195.9% | $9,244+249.1% | $10,886+196.5% |