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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 | $189,057 | $99,011+90.9% | $86,582+118.4% | $147,586+28.1% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 17.81% | 1312.75%-1294.9pp | 965.08%-947.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $578 | $3,132-81.5% | $2,839-79.6% | $4,876-88.1% |
| Participant deferral / active EE | $2,216 | $3,972-44.2% | $3,609-38.6% | $5,439-59.3% |
| Admin fee / account holder | $472 | $5,709-91.7% | $4,904-90.4% | $10,886-95.7% |