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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 | $215,697 | $99,011+117.9% | $86,582+149.1% | $147,586+46.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 18.24% | 1312.75%-1294.5pp | 965.08%-946.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,353 | $3,132+7.0% | $2,839+18.1% | $4,876-31.3% |
| Participant deferral / active EE | $11,410 | $3,972+187.2% | $3,609+216.2% | $5,439+109.8% |
| Admin fee / account holder | $2,332 | $5,709-59.2% | $4,904-52.4% | $10,886-78.6% |