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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 | $117,674 | $171,867-31.5% | $149,721-21.4% | $147,586-20.3% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 24.62% | 2113.36%-2088.7pp | 1501.67%-1477.0pp | 578.59%-554.0pp |
| Employer contribution / active EE | $4,204 | $6,275-33.0% | $5,444-22.8% | $4,876-13.8% |
| Participant deferral / active EE | $9,241 | $7,270+27.1% | $6,568+40.7% | $5,439+69.9% |
| Admin fee / account holder | $900 | $13,799-93.5% | $11,282-92.0% | $10,886-91.7% |