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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 | $36,515 | $150,447-75.7% | $136,298-73.2% | $147,586-75.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 74.34% | 1049.15%-974.8pp | 5156.27%-5081.9pp | 578.59%-504.3pp |
| Employer contribution / active EE | $2,006 | $5,256-61.8% | $4,696-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $3,736 | $6,631-43.7% | $6,247-40.2% | $5,439-31.3% |
| Admin fee / account holder | $15,990 | $10,906+46.6% | $9,244+73.0% | $10,886+46.9% |