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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 | $81,749+154.9% | $58,544+255.9% | $139,456+49.4% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 22.02% | 7425.45%-7403.4pp | 4249.56%-4227.5pp | 373.45%-351.4pp |
| Employer contribution / active EE | $3,895 | $1,398+178.6% | $1,053+269.9% | $4,753-18.0% |
| Participant deferral / active EE | $20,952 | $2,555+720.0% | $1,923+989.6% | $6,711+212.2% |
| Admin fee / account holder | $8,332 | $3,272+154.6% | $2,520+230.7% | $11,407-27.0% |