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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 | $217,530 | $138,078+57.5% | $125,363+73.5% | $134,509+61.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,308 | $5,245-56.0% | $4,815-52.1% | $4,741-51.3% |
| Participant deferral / active EE | $9,615 | $7,800+23.3% | $7,447+29.1% | $6,400+50.2% |
| Admin fee / account holder | $1,472 | $11,566-87.3% | $10,005-85.3% | $11,427-87.1% |