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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 | $24,069 | $156,927-84.7% | $121,169-80.1% | $139,456-82.7% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.5%-16.6pp | 80.3%-27.4pp |
| Annual return | 113.55% | 1475.85%-1362.3pp | 986.71%-873.2pp | 373.45%-259.9pp |
| Employer contribution / active EE | $1,692 | $5,542-69.5% | $4,168-59.4% | $4,753-64.4% |
| Participant deferral / active EE | $3,076 | $4,848-36.6% | $4,083-24.7% | $6,711-54.2% |
| Admin fee / account holder | $337 | $6,946-95.1% | $5,645-94.0% | $11,407-97.0% |