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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 | $44,835 | $81,763-45.2% | $58,561-23.4% | $139,466-67.9% |
| Participation rate | 69.2% | 61.3%+7.9pp | 50.9%+18.4pp | 80.3%-11.1pp |
| Annual return | 80.95% | 7427.77%-7346.8pp | 4251.33%-4170.4pp | 373.66%-292.7pp |
| Employer contribution / active EE | $1,384 | $1,398-1.0% | $1,053+31.4% | $4,754-70.9% |
| Participant deferral / active EE | $3,700 | $2,555+44.8% | $1,923+92.4% | $6,712-44.9% |
| Admin fee / account holder | $488 | $3,273-85.1% | $2,520-80.6% | $11,409-95.7% |