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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 | $63,027 | $150,447-58.1% | $136,298-53.8% | $147,586-57.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 106.18% | 1049.15%-943.0pp | 5156.27%-5050.1pp | 578.59%-472.4pp |
| Employer contribution / active EE | $4,149 | $5,256-21.1% | $4,696-11.6% | $4,876-14.9% |
| Participant deferral / active EE | $2,710 | $6,631-59.1% | $6,247-56.6% | $5,439-50.2% |
| Admin fee / account holder | $305 | $10,906-97.2% | $9,244-96.7% | $10,886-97.2% |