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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 | $53,659 | $150,447-64.3% | $136,298-60.6% | $147,586-63.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.21% | 1049.15%-1029.9pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,157 | $5,256-59.0% | $4,696-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $5,434 | $6,631-18.0% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $3,458 | $10,906-68.3% | $9,244-62.6% | $10,886-68.2% |