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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 | $70,703 | $202,342-65.1% | $172,752-59.1% | $152,897-53.8% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 64.58% | 1029.83%-965.2pp | 802.97%-738.4pp | 345.43%-280.8pp |
| Employer contribution / active EE | $1,641 | $5,858-72.0% | $5,144-68.1% | $4,764-65.5% |
| Participant deferral / active EE | $4,699 | $5,948-21.0% | $5,198-9.6% | $5,851-19.7% |
| Admin fee / account holder | $1,409 | $17,111-91.8% | $13,955-89.9% | $11,599-87.9% |