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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 | $161,328 | $150,447+7.2% | $136,298+18.4% | $147,586+9.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 21.12% | 1049.15%-1028.0pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,478 | $5,256-71.9% | $4,696-68.5% | $4,876-69.7% |
| Participant deferral / active EE | $3,142 | $6,631-52.6% | $6,247-49.7% | $5,439-42.2% |
| Admin fee / account holder | $5,757 | $10,906-47.2% | $9,244-37.7% | $10,886-47.1% |