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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 | $43,233 | $124,187-65.2% | $108,410-60.1% | $167,518-74.2% |
| Participation rate | 55.6% | 82.3%-26.7pp | 80.1%-24.6pp | 82.1%-26.6pp |
| Annual return | 47.60% | 1379.80%-1332.2pp | 905.34%-857.7pp | 478.71%-431.1pp |
| Employer contribution / active EE | $3,027 | $4,187-27.7% | $3,558-14.9% | $4,838-37.4% |
| Participant deferral / active EE | $5,763 | $6,908-16.6% | $6,562-12.2% | $6,342-9.1% |
| Admin fee / account holder | $15,779 | $9,456+66.9% | $7,296+116.3% | $12,312+28.2% |