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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 | $163,643 | $104,520+56.6% | $76,823+113.0% | $152,885+7.0% |
| Participation rate | 52.4% | 76.6%-24.2pp | 72.1%-19.7pp | 82.5%-30.1pp |
| Annual return | 21.41% | 1014.03%-992.6pp | 1166.42%-1145.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,381 | $3,117-23.6% | $2,302+3.4% | $4,763-50.0% |
| Participant deferral / active EE | $2,182 | $4,236-48.5% | $3,336-34.6% | $5,851-62.7% |
| Admin fee / account holder | $33,066 | $12,283+169.2% | $6,422+414.9% | $11,598+185.1% |