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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 | $164,308 | $150,447+9.2% | $136,298+20.6% | $147,586+11.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 16.37% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,707 | $5,256-48.5% | $4,696-42.3% | $4,876-44.5% |
| Participant deferral / active EE | $7,942 | $6,631+19.8% | $6,247+27.1% | $5,439+46.0% |
| Admin fee / account holder | $18,314 | $10,906+67.9% | $9,244+98.1% | $10,886+68.2% |