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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 | $166,916 | $150,447+10.9% | $136,298+22.5% | $147,586+13.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.00% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,804 | $5,256-46.7% | $4,696-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $7,186 | $6,631+8.4% | $6,247+15.0% | $5,439+32.1% |
| Admin fee / account holder | $30,671 | $10,906+181.2% | $9,244+231.8% | $10,886+181.7% |