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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 | $194,115 | $150,447+29.0% | $136,298+42.4% | $147,586+31.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.20% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,489 | $5,256-33.6% | $4,696-25.7% | $4,876-28.4% |
| Participant deferral / active EE | $5,844 | $6,631-11.9% | $6,247-6.5% | $5,439+7.4% |
| Admin fee / account holder | $1,722 | $10,906-84.2% | $9,244-81.4% | $10,886-84.2% |