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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 | $214,539 | $99,011+116.7% | $86,582+147.8% | $147,586+45.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 28.29% | 1312.75%-1284.5pp | 965.08%-936.8pp | 578.59%-550.3pp |
| Employer contribution / active EE | $1,000 | $3,132-68.1% | $2,839-64.8% | $4,876-79.5% |
| Participant deferral / active EE | $5,000 | $3,972+25.9% | $3,609+38.6% | $5,439-8.1% |
| Admin fee / account holder | $3,381 | $5,709-40.8% | $4,904-31.1% | $10,886-68.9% |