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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 | $24,218 | $88,702-72.7% | $81,780-70.4% | $145,978-83.4% |
| Participation rate | 69.6% | 75.0%-5.5pp | 72.4%-2.8pp | 80.3%-10.7pp |
| Annual return | 75.07% | 1029.12%-954.1pp | 776.27%-701.2pp | 550.52%-475.5pp |
| Employer contribution / active EE | $4,998 | $3,084+62.0% | $2,914+71.5% | $4,662+7.2% |
| Participant deferral / active EE | $7,696 | $4,645+65.7% | $4,321+78.1% | $6,690+15.1% |
| Admin fee / account holder | $1,479 | $8,414-82.4% | $7,384-80.0% | $13,400-89.0% |