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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 | $143,367 | $148,629-3.5% | $135,982+5.4% | $139,487+2.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 1773.12% | 79.33%+1693.8pp | 68.32%+1704.8pp | 373.84%+1399.3pp |
| Employer contribution / active EE | $1,555 | $5,247-70.4% | $4,859-68.0% | $4,755-67.3% |
| Participant deferral / active EE | $12,050 | $8,102+48.7% | $7,760+55.3% | $6,713+79.5% |
| Admin fee / account holder | $919 | $12,406-92.6% | $10,767-91.5% | $11,407-91.9% |