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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 | $66,664 | $180,462-63.1% | $154,111-56.7% | $135,379-50.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.70% | 888.17%-886.5pp | 735.18%-733.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $10,072 | $6,036+66.9% | $5,298+90.1% | $4,779+110.8% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $1,810 | $16,145-88.8% | $13,411-86.5% | $10,828-83.3% |