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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 | $83,452 | $150,442-44.5% | $136,295-38.8% | $147,585-43.5% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 12.13% | 1049.09%-1037.0pp | 5155.97%-5143.8pp | 578.56%-566.4pp |
| Employer contribution / active EE | $4,165 | $5,256-20.8% | $4,695-11.3% | $4,876-14.6% |
| Participant deferral / active EE | $7,740 | $6,630+16.7% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $16,825 | $10,905+54.3% | $9,243+82.0% | $10,885+54.6% |