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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 | $213,058 | $124,175+71.6% | $108,405+96.5% | $167,536+27.2% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.9pp | 82.1%-17.8pp |
| Annual return | 11.74% | 1380.13%-1368.4pp | 905.55%-893.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,858 | $4,188-55.6% | $3,559-47.8% | $4,839-61.6% |
| Participant deferral / active EE | $5,742 | $6,908-16.9% | $6,563-12.5% | $6,342-9.5% |
| Admin fee / account holder | $1,254 | $9,457-86.7% | $7,297-82.8% | $12,315-89.8% |