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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 | $75,532 | $150,447-49.8% | $136,298-44.6% | $147,586-48.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 16.76% | 1049.15%-1032.4pp | 5156.27%-5139.5pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,048 | $5,256-61.0% | $4,696-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $10,303 | $6,631+55.4% | $6,247+64.9% | $5,439+89.4% |
| Admin fee / account holder | $1,843 | $10,906-83.1% | $9,244-80.1% | $10,886-83.1% |