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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 | $169,717 | $171,867-1.3% | $149,721+13.4% | $147,586+15.0% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 13.35% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,383 | $6,275-78.0% | $5,444-74.6% | $4,876-71.6% |
| Participant deferral / active EE | $6,420 | $7,270-11.7% | $6,568-2.3% | $5,439+18.0% |
| Admin fee / account holder | $17,675 | $13,799+28.1% | $11,282+56.7% | $10,886+62.4% |