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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 | $240,307 | $150,447+59.7% | $136,298+76.3% | $147,586+62.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 21.31% | 1049.15%-1027.8pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $2,563 | $5,256-51.2% | $4,696-45.4% | $4,876-47.4% |
| Participant deferral / active EE | $5,497 | $6,631-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $3,816 | $10,906-65.0% | $9,244-58.7% | $10,886-64.9% |