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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 | $81,139 | $176,105-53.9% | $159,474-49.1% | $167,536-51.6% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $13,300 | $5,299+151.0% | $4,831+175.3% | $4,839+174.8% |
| Participant deferral / active EE | $15,575 | $7,751+100.9% | $7,353+111.8% | $6,342+145.6% |
| Admin fee / account holder | $27,693 | $12,559+120.5% | $10,802+156.4% | $12,315+124.9% |