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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 | $227,045 | $102,663+121.2% | $86,216+163.3% | $139,466+62.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 20.54% | 1924.52%-1904.0pp | 1169.42%-1148.9pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,305 | $3,035-57.0% | $2,382-45.2% | $4,754-72.6% |
| Participant deferral / active EE | $3,679 | $4,677-21.4% | $3,986-7.7% | $6,712-45.2% |
| Admin fee / account holder | $1,223 | $8,663-85.9% | $6,853-82.2% | $11,409-89.3% |