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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 | $244,361 | $76,608+219.0% | $56,077+335.8% | $145,877+67.5% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 17.35% | 3009.59%-2992.2pp | 1709.28%-1691.9pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,111 | $1,382+52.8% | $1,040+102.9% | $4,663-54.7% |
| Participant deferral / active EE | $5,944 | $2,624+126.5% | $1,954+204.2% | $6,691-11.2% |
| Admin fee / account holder | $525 | $3,325-84.2% | $2,825-81.4% | $13,402-96.1% |