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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 | $184,715 | $150,447+22.8% | $136,298+35.5% | $147,586+25.2% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 19.32% | 1049.15%-1029.8pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $4,319 | $5,256-17.8% | $4,696-8.0% | $4,876-11.4% |
| Participant deferral / active EE | $7,118 | $6,631+7.4% | $6,247+13.9% | $5,439+30.9% |
| Admin fee / account holder | $745 | $10,906-93.2% | $9,244-91.9% | $10,886-93.2% |