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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 | $190,685 | $150,447+26.7% | $136,298+39.9% | $147,586+29.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.81% | 1049.15%-1033.3pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,940 | $5,256-44.1% | $4,696-37.4% | $4,876-39.7% |
| Participant deferral / active EE | $5,210 | $6,631-21.4% | $6,247-16.6% | $5,439-4.2% |
| Admin fee / account holder | $1,008 | $10,906-90.8% | $9,244-89.1% | $10,886-90.7% |