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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 | $80,846 | $72,426+11.6% | $67,560+19.7% | $145,897-44.6% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.8pp | 80.3%-17.1pp |
| Annual return | 114.10% | 7226.78%-7112.7pp | 3533.50%-3419.4pp | 552.29%-438.2pp |
| Employer contribution / active EE | $1,528 | $3,074-50.3% | $2,737-44.2% | $4,663-67.2% |
| Participant deferral / active EE | $4,696 | $4,785-1.9% | $4,004+17.3% | $6,689-29.8% |
| Admin fee / account holder | $2,042 | $5,514-63.0% | $3,994-48.9% | $13,390-84.8% |