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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 | $200,669 | $76,522+162.2% | $56,033+258.1% | $145,884+37.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 3014.28%-3014.3pp | 1711.38%-1711.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,210 | $1,382+59.8% | $1,041+112.3% | $4,662-52.6% |
| Participant deferral / active EE | $7,625 | $2,624+190.6% | $1,954+290.2% | $6,690+14.0% |
| Admin fee / account holder | $1,497 | $3,328-55.0% | $2,827-47.0% | $13,392-88.8% |