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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 | $188,256 | $102,696+83.3% | $86,235+118.3% | $139,487+35.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 27.76% | 1925.91%-1898.1pp | 1170.03%-1142.3pp | 373.84%-346.1pp |
| Employer contribution / active EE | $1,643 | $3,034-45.9% | $2,381-31.0% | $4,755-65.4% |
| Participant deferral / active EE | $7,115 | $4,679+52.1% | $3,987+78.5% | $6,713+6.0% |
| Admin fee / account holder | $7,710 | $8,667-11.0% | $6,856+12.5% | $11,407-32.4% |