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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 | $191,353 | $150,446+27.2% | $136,297+40.4% | $147,585+29.7% |
| Participation rate | 30.0% | 84.4%-54.4pp | 81.9%-51.9pp | 82.8%-52.8pp |
| Annual return | 13.67% | 1049.14%-1035.5pp | 5156.19%-5142.5pp | 578.58%-564.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,580 | $6,631-15.8% | $6,247-10.7% | $5,439+2.6% |
| Admin fee / account holder | $2,330 | $10,906-78.6% | $9,244-74.8% | $10,886-78.6% |