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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 | $117,808 | $150,446-21.7% | $136,297-13.6% | $147,585-20.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.37% | 1049.14%-1030.8pp | 5156.19%-5137.8pp | 578.58%-560.2pp |
| Employer contribution / active EE | $2,771 | $5,256-47.3% | $4,696-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $9,269 | $6,631+39.8% | $6,247+48.4% | $5,439+70.4% |
| Admin fee / account holder | $1,021 | $10,906-90.6% | $9,244-89.0% | $10,886-90.6% |