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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 | $108,401 | $150,447-27.9% | $136,298-20.5% | $147,586-26.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 20.64% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,329 | $5,256-74.7% | $4,696-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $6,036 | $6,631-9.0% | $6,247-3.4% | $5,439+11.0% |
| Admin fee / account holder | $17,340 | $10,906+59.0% | $9,244+87.6% | $10,886+59.3% |