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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 | $116,724 | $150,447-22.4% | $136,298-14.4% | $147,586-20.9% |
| Participation rate | 68.4% | 84.4%-16.0pp | 81.9%-13.5pp | 82.8%-14.4pp |
| Annual return | 21.39% | 1049.15%-1027.8pp | 5156.27%-5134.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,415 | $5,256-54.1% | $4,696-48.6% | $4,876-50.5% |
| Participant deferral / active EE | $5,413 | $6,631-18.4% | $6,247-13.4% | $5,439-0.5% |
| Admin fee / account holder | $10,662 | $10,906-2.2% | $9,244+15.3% | $10,886-2.1% |