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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 | $45,645 | $150,447-69.7% | $136,298-66.5% | $147,586-69.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 23.35% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $2,216 | $5,256-57.8% | $4,696-52.8% | $4,876-54.6% |
| Participant deferral / active EE | $5,924 | $6,631-10.7% | $6,247-5.2% | $5,439+8.9% |
| Admin fee / account holder | $1,073 | $10,906-90.2% | $9,244-88.4% | $10,886-90.1% |