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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 | $42,068 | $96,388-56.4% | $80,627-47.8% | $139,466-69.8% |
| Participation rate | 68.4% | 73.6%-5.2pp | 67.0%+1.4pp | 80.3%-11.9pp |
| Annual return | 56.59% | 1352.08%-1295.5pp | 936.76%-880.2pp | 373.66%-317.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,752 | $5,224+10.1% | $4,443+29.5% | $6,712-14.3% |
| Admin fee / account holder | $8,998 | $6,603+36.3% | $5,381+67.2% | $11,409-21.1% |