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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 | $233,954 | $96,419+142.6% | $80,648+190.1% | $139,487+67.7% |
| Participation rate | 46.7% | 73.6%-27.0pp | 67.0%-20.3pp | 80.3%-33.7pp |
| Annual return | 19.57% | 1352.86%-1333.3pp | 937.21%-917.6pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,890 | $3,261-42.0% | $2,724-30.6% | $4,755-60.2% |
| Participant deferral / active EE | $6,317 | $5,225+20.9% | $4,443+42.2% | $6,713-5.9% |
| Admin fee / account holder | $1,041 | $6,605-84.2% | $5,382-80.7% | $11,407-90.9% |