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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 | $167,646 | $150,447+11.4% | $136,298+23.0% | $147,586+13.6% |
| Participation rate | 45.0% | 84.4%-39.4pp | 81.9%-36.9pp | 82.8%-37.8pp |
| Annual return | 15.98% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,273 | $5,256-56.7% | $4,696-51.6% | $4,876-53.4% |
| Participant deferral / active EE | $6,096 | $6,631-8.1% | $6,247-2.4% | $5,439+12.1% |
| Admin fee / account holder | $4,282 | $10,906-60.7% | $9,244-53.7% | $10,886-60.7% |