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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 | $215,973 | $72,465+198.0% | $67,575+219.6% | $145,884+48.0% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 13.16% | 7222.56%-7209.4pp | 3528.98%-3515.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,951 | $3,074-36.5% | $2,736-28.7% | $4,662-58.2% |
| Participant deferral / active EE | $7,214 | $4,786+50.7% | $4,003+80.2% | $6,690+7.8% |
| Admin fee / account holder | $1,424 | $5,515-74.2% | $3,993-64.3% | $13,392-89.4% |