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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 | $134,974 | $150,447-10.3% | $136,298-1.0% | $147,586-8.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 14.64% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $2,608 | $5,256-50.4% | $4,696-44.5% | $4,876-46.5% |
| Participant deferral / active EE | $3,890 | $6,631-41.3% | $6,247-37.7% | $5,439-28.5% |
| Admin fee / account holder | $331 | $10,906-97.0% | $9,244-96.4% | $10,886-97.0% |