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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 | $72,446+11.6% | $67,561+19.7% | $145,877-44.6% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 114.10% | 7211.98%-7097.9pp | 3525.44%-3411.3pp | 551.28%-437.2pp |
| Employer contribution / active EE | $1,528 | $3,072-50.3% | $2,735-44.1% | $4,663-67.2% |
| Participant deferral / active EE | $4,696 | $4,785-1.9% | $4,003+17.3% | $6,691-29.8% |
| Admin fee / account holder | $2,042 | $5,541-63.2% | $4,006-49.0% | $13,402-84.8% |