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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 | $203,251 | $150,447+35.1% | $136,298+49.1% | $147,586+37.7% |
| Participation rate | 53.3% | 84.4%-31.1pp | 81.9%-28.6pp | 82.8%-29.5pp |
| Annual return | 20.07% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $5,029 | $5,256-4.3% | $4,696+7.1% | $4,876+3.1% |
| Participant deferral / active EE | $2,960 | $6,631-55.4% | $6,247-52.6% | $5,439-45.6% |
| Admin fee / account holder | $9,026 | $10,906-17.2% | $9,244-2.4% | $10,886-17.1% |