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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 | $220,814 | $76,522+188.6% | $56,033+294.1% | $145,884+51.4% |
| Participation rate | 13.3% | 63.2%-49.9pp | 52.5%-39.2pp | 80.3%-67.0pp |
| Annual return | 9.19% | 3014.28%-3005.1pp | 1711.38%-1702.2pp | 551.85%-542.7pp |
| Employer contribution / active EE | $811 | $1,382-41.4% | $1,041-22.1% | $4,662-82.6% |
| Participant deferral / active EE | $1,994 | $2,624-24.0% | $1,954+2.0% | $6,690-70.2% |
| Admin fee / account holder | $916 | $3,328-72.5% | $2,827-67.6% | $13,392-93.2% |