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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 | $217,809 | $100,279+117.2% | $81,353+167.7% | $145,884+49.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 155.53% | 34.49%+121.0pp | 24.82%+130.7pp | 551.85%-396.3pp |
| Employer contribution / active EE | $4,291 | $2,979+44.0% | $2,464+74.2% | $4,662-8.0% |
| Participant deferral / active EE | $11,185 | $4,611+142.6% | $3,885+187.9% | $6,690+67.2% |
| Admin fee / account holder | $1,801 | $8,206-78.1% | $5,766-68.8% | $13,392-86.5% |