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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 | $150,096 | $150,447-0.2% | $136,298+10.1% | $147,586+1.7% |
| Participation rate | 69.6% | 84.4%-14.9pp | 81.9%-12.4pp | 82.8%-13.3pp |
| Annual return | 21.65% | 1049.15%-1027.5pp | 5156.27%-5134.6pp | 578.59%-556.9pp |
| Employer contribution / active EE | $2,603 | $5,256-50.5% | $4,696-44.6% | $4,876-46.6% |
| Participant deferral / active EE | $7,828 | $6,631+18.1% | $6,247+25.3% | $5,439+43.9% |
| Admin fee / account holder | $15,514 | $10,906+42.3% | $9,244+67.8% | $10,886+42.5% |