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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 | $156,117 | $150,447+3.8% | $136,298+14.5% | $147,586+5.8% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 22.11% | 1049.15%-1027.0pp | 5156.27%-5134.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $2,182 | $5,256-58.5% | $4,696-53.5% | $4,876-55.3% |
| Participant deferral / active EE | $3,271 | $6,631-50.7% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $1,442 | $10,906-86.8% | $9,244-84.4% | $10,886-86.8% |