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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 | $246,755 | $169,356+45.7% | $129,406+90.7% | $145,897+69.1% |
| Participation rate | 20.8% | 76.5%-55.7pp | 69.6%-48.8pp | 80.3%-59.5pp |
| Annual return | 24.27% | 14418.62%-14394.3pp | 9468.18%-9443.9pp | 552.29%-528.0pp |
| Employer contribution / active EE | $747 | $5,542-86.5% | $4,155-82.0% | $4,663-84.0% |
| Participant deferral / active EE | $1,578 | $4,987-68.4% | $4,167-62.1% | $6,689-76.4% |
| Admin fee / account holder | $40,286 | $9,915+306.3% | $7,689+424.0% | $13,390+200.9% |