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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 | $21,733 | $96,419-77.5% | $80,648-73.1% | $139,487-84.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 80.99% | 1352.86%-1271.9pp | 937.21%-856.2pp | 373.84%-292.9pp |
| Employer contribution / active EE | $1,833 | $3,261-43.8% | $2,724-32.7% | $4,755-61.5% |
| Participant deferral / active EE | $7,474 | $5,225+43.0% | $4,443+68.2% | $6,713+11.3% |
| Admin fee / account holder | $795 | $6,605-88.0% | $5,382-85.2% | $11,407-93.0% |