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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 | $208,382 | $81,763+154.9% | $58,561+255.8% | $139,466+49.4% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 22.02% | 7427.77%-7405.8pp | 4251.33%-4229.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $3,895 | $1,398+178.6% | $1,053+269.7% | $4,754-18.1% |
| Participant deferral / active EE | $20,952 | $2,555+720.1% | $1,923+989.5% | $6,712+212.2% |
| Admin fee / account holder | $8,332 | $3,273+154.6% | $2,520+230.6% | $11,409-27.0% |