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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 | $55,147 | $171,867-67.9% | $149,716-63.2% | $147,585-62.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 11.18% | 2113.36%-2102.2pp | 1501.67%-1490.5pp | 578.58%-567.4pp |
| Employer contribution / active EE | $10,736 | $6,275+71.1% | $5,444+97.2% | $4,876+120.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,258 | $13,799-83.6% | $11,282-80.0% | $10,886-79.3% |