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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 | $105,176 | $150,447-30.1% | $136,298-22.8% | $147,586-28.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 18.24% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,600 | $5,256-69.6% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $5,886 | $6,631-11.2% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $14,356 | $10,906+31.6% | $9,244+55.3% | $10,886+31.9% |