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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 | $210,227 | $109,872+91.3% | $98,483+113.5% | $167,536+25.5% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 9.90% | 1959.31%-1949.4pp | 1494.38%-1484.5pp | 478.82%-468.9pp |
| Employer contribution / active EE | $3,597 | $3,225+11.5% | $2,961+21.5% | $4,839-25.7% |
| Participant deferral / active EE | $5,753 | $4,673+23.1% | $4,276+34.5% | $6,342-9.3% |
| Admin fee / account holder | $19,187 | $6,757+184.0% | $5,953+222.3% | $12,315+55.8% |