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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 | $141,090 | $111,830+26.2% | $93,696+50.6% | $145,884-3.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 3704.01% | 204.08%+3499.9pp | 133.74%+3570.3pp | 551.85%+3152.2pp |
| Employer contribution / active EE | $6,895 | $3,093+122.9% | $2,422+184.7% | $4,662+47.9% |
| Participant deferral / active EE | $13,054 | $4,920+165.3% | $4,417+195.6% | $6,690+95.1% |
| Admin fee / account holder | $670 | $10,249-93.5% | $8,287-91.9% | $13,392-95.0% |