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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 | $248,597 | $150,442+65.2% | $136,295+82.4% | $147,585+68.4% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 14.53% | 1049.09%-1034.6pp | 5155.97%-5141.4pp | 578.56%-564.0pp |
| Employer contribution / active EE | $2,872 | $5,256-45.4% | $4,695-38.8% | $4,876-41.1% |
| Participant deferral / active EE | $7,871 | $6,630+18.7% | $6,247+26.0% | $5,439+44.7% |
| Admin fee / account holder | $11,464 | $10,905+5.1% | $9,243+24.0% | $10,885+5.3% |