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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 | $227,592 | $150,445+51.3% | $136,297+67.0% | $147,585+54.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 16.90% | 1049.14%-1032.2pp | 5156.16%-5139.3pp | 578.57%-561.7pp |
| Employer contribution / active EE | $2,780 | $5,256-47.1% | $4,696-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $5,200 | $6,631-21.6% | $6,247-16.8% | $5,439-4.4% |
| Admin fee / account holder | $1,336 | $10,906-87.8% | $9,244-85.6% | $10,885-87.7% |