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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 | $224,698 | $234,190-4.1% | $180,320+24.6% | $198,609+13.1% |
| Participation rate | 33.3% | 77.1%-43.8pp | 71.5%-38.2pp | 82.4%-49.0pp |
| Annual return | 16.43% | 1057.44%-1041.0pp | 778.54%-762.1pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,049 | $5,258-61.0% | $4,108-50.1% | $5,055-59.5% |
| Participant deferral / active EE | $5,381 | $4,988+7.9% | $4,304+25.0% | $6,977-22.9% |
| Admin fee / account holder | $1,099 | $12,558-91.3% | $10,000-89.0% | $19,030-94.2% |