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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 | $123,510 | $150,447-17.9% | $136,298-9.4% | $147,586-16.3% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 20.08% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $2,538 | $5,256-51.7% | $4,696-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $3,074 | $6,631-53.6% | $6,247-50.8% | $5,439-43.5% |
| Admin fee / account holder | $376 | $10,906-96.6% | $9,244-95.9% | $10,886-96.5% |