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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 | $55,499 | $171,867-67.7% | $149,721-62.9% | $147,586-62.4% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 18.58% | 2113.36%-2094.8pp | 1501.67%-1483.1pp | 578.59%-560.0pp |
| Employer contribution / active EE | $5,234 | $6,275-16.6% | $5,444-3.9% | $4,876+7.3% |
| Participant deferral / active EE | $9,544 | $7,270+31.3% | $6,568+45.3% | $5,439+75.5% |
| Admin fee / account holder | $30,815 | $13,799+123.3% | $11,282+173.1% | $10,886+183.1% |