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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 | $63,467 | $109,872-42.2% | $98,483-35.6% | $167,536-62.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 12.43% | 1959.31%-1946.9pp | 1494.38%-1482.0pp | 478.82%-466.4pp |
| Employer contribution / active EE | $8,149 | $3,225+152.7% | $2,961+175.2% | $4,839+68.4% |
| Participant deferral / active EE | $28,825 | $4,673+516.8% | $4,276+574.0% | $6,342+354.5% |
| Admin fee / account holder | $1,913 | $6,757-71.7% | $5,953-67.9% | $12,315-84.5% |