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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 | $107,467 | $150,447-28.6% | $136,298-21.2% | $147,586-27.2% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 19.44% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $2,056 | $5,256-60.9% | $4,696-56.2% | $4,876-57.8% |
| Participant deferral / active EE | $2,570 | $6,631-61.2% | $6,247-58.9% | $5,439-52.7% |
| Admin fee / account holder | $2,372 | $10,906-78.2% | $9,244-74.3% | $10,886-78.2% |