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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 | $155,702 | $88,778+75.4% | $81,844+90.2% | $145,884+6.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 30.40% | 1033.03%-1002.6pp | 778.87%-748.5pp | 551.85%-521.4pp |
| Employer contribution / active EE | $11,060 | $3,087+258.3% | $2,916+279.2% | $4,662+137.2% |
| Participant deferral / active EE | $7,667 | $4,648+64.9% | $4,323+77.3% | $6,690+14.6% |
| Admin fee / account holder | $626 | $8,430-92.6% | $7,355-91.5% | $13,392-95.3% |