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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 | $204,423 | $150,447+35.9% | $136,298+50.0% | $147,586+38.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 15.74% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,789 | $5,256-46.9% | $4,696-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $4,339 | $6,631-34.6% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $21,374 | $10,906+96.0% | $9,244+131.2% | $10,886+96.4% |