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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 | $26,047 | $150,445-82.7% | $136,297-80.9% | $147,585-82.4% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 39.95% | 1049.14%-1009.2pp | 5156.16%-5116.2pp | 578.57%-538.6pp |
| Employer contribution / active EE | $6,967 | $5,256+32.5% | $4,696+48.4% | $4,876+42.9% |
| Participant deferral / active EE | $8,915 | $6,631+34.5% | $6,247+42.7% | $5,439+63.9% |
| Admin fee / account holder | $5,655 | $10,906-48.1% | $9,244-38.8% | $10,885-48.1% |