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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 | $244,739 | $171,867+42.4% | $149,721+63.5% | $147,586+65.8% |
| Participation rate | 46.7% | 88.2%-41.5pp | 87.1%-40.4pp | 82.8%-36.2pp |
| Annual return | 24.16% | 2113.36%-2089.2pp | 1501.67%-1477.5pp | 578.59%-554.4pp |
| Employer contribution / active EE | $2,333 | $6,275-62.8% | $5,444-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $5,242 | $7,270-27.9% | $6,568-20.2% | $5,439-3.6% |
| Admin fee / account holder | $2,209 | $13,799-84.0% | $11,282-80.4% | $10,886-79.7% |