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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 | $194,853 | $171,867+13.4% | $149,716+30.1% | $147,585+32.0% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 36.30% | 2113.36%-2077.1pp | 1501.67%-1465.4pp | 578.58%-542.3pp |
| Employer contribution / active EE | $1,585 | $6,275-74.7% | $5,444-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $4,885 | $13,799-64.6% | $11,282-56.7% | $10,886-55.1% |