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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 | $246,518 | $169,161+45.7% | $129,295+90.7% | $145,959+68.9% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.52% | 14348.07%-14332.5pp | 9429.28%-9413.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,054 | $5,543-63.0% | $4,157-50.6% | $4,661-55.9% |
| Participant deferral / active EE | $3,378 | $4,989-32.3% | $4,169-19.0% | $6,689-49.5% |
| Admin fee / account holder | $37,358 | $9,878+278.2% | $7,665+387.4% | $13,398+178.8% |