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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 | $221,437 | $180,749+22.5% | $160,784+37.7% | $137,256+61.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 13.49% | 2234.46%-2221.0pp | 1803.92%-1790.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $960 | $4,155-76.9% | $3,733-74.3% | $4,156-76.9% |
| Participant deferral / active EE | $3,403 | $6,844-50.3% | $6,293-45.9% | $6,407-46.9% |
| Admin fee / account holder | $1,893 | $10,397-81.8% | $9,717-80.5% | $12,270-84.6% |