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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 | $165,996 | $150,447+10.3% | $136,298+21.8% | $147,586+12.5% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 16.92% | 1049.15%-1032.2pp | 5156.27%-5139.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,909 | $5,256-63.7% | $4,696-59.3% | $4,876-60.8% |
| Participant deferral / active EE | $2,450 | $6,631-63.0% | $6,247-60.8% | $5,439-54.9% |
| Admin fee / account holder | $15,637 | $10,906+43.4% | $9,244+69.2% | $10,886+43.6% |