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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 | $239,302 | $150,447+59.1% | $136,298+75.6% | $147,586+62.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 14.28% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,391 | $5,256-73.5% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $5,434 | $6,631-18.1% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $1,044 | $10,906-90.4% | $9,244-88.7% | $10,886-90.4% |