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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 | $37,414 | $171,867-78.2% | $149,721-75.0% | $147,586-74.6% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 21.67% | 2113.36%-2091.7pp | 1501.67%-1480.0pp | 578.59%-556.9pp |
| Employer contribution / active EE | $6,172 | $6,275-1.6% | $5,444+13.4% | $4,876+26.6% |
| Participant deferral / active EE | $3,242 | $7,270-55.4% | $6,568-50.6% | $5,439-40.4% |
| Admin fee / account holder | $2,706 | $13,799-80.4% | $11,282-76.0% | $10,886-75.1% |