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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 | $77,383 | $150,447-48.6% | $136,298-43.2% | $147,586-47.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.67% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $3,138 | $5,256-40.3% | $4,696-33.2% | $4,876-35.7% |
| Participant deferral / active EE | $5,838 | $6,631-12.0% | $6,247-6.6% | $5,439+7.3% |
| Admin fee / account holder | $6,315 | $10,906-42.1% | $9,244-31.7% | $10,886-42.0% |