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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 | $191,552 | $150,447+27.3% | $136,298+40.5% | $147,586+29.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 16.21% | 1049.15%-1032.9pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,219 | $5,256-76.8% | $4,696-74.0% | $4,876-75.0% |
| Participant deferral / active EE | $12,910 | $6,631+94.7% | $6,247+106.6% | $5,439+137.4% |
| Admin fee / account holder | $843 | $10,906-92.3% | $9,244-90.9% | $10,886-92.3% |