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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 | $144,031 | $150,447-4.3% | $136,298+5.7% | $147,586-2.4% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 12.75% | 1049.15%-1036.4pp | 5156.27%-5143.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,851 | $5,256-64.8% | $4,696-60.6% | $4,876-62.1% |
| Participant deferral / active EE | $6,365 | $6,631-4.0% | $6,247+1.9% | $5,439+17.0% |
| Admin fee / account holder | $2,877 | $10,906-73.6% | $9,244-68.9% | $10,886-73.6% |