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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 | $145,959 | $150,445-3.0% | $136,297+7.1% | $147,585-1.1% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 15.97% | 1049.14%-1033.2pp | 5156.16%-5140.2pp | 578.57%-562.6pp |
| Employer contribution / active EE | $1,790 | $5,256-65.9% | $4,696-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $3,314 | $6,631-50.0% | $6,247-46.9% | $5,439-39.1% |
| Admin fee / account holder | $1,502 | $10,906-86.2% | $9,244-83.7% | $10,885-86.2% |