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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 | $50,243 | $171,867-70.8% | $149,716-66.4% | $147,585-66.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 25.92% | 2113.36%-2087.4pp | 1501.67%-1475.7pp | 578.58%-552.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,475 | $7,270+2.8% | $6,568+13.8% | $5,439+37.4% |
| Admin fee / account holder | $2,254 | $13,799-83.7% | $11,282-80.0% | $10,886-79.3% |