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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 | $219,724 | $109,872+100.0% | $98,483+123.1% | $167,536+31.2% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 14.31% | 1959.31%-1945.0pp | 1494.38%-1480.1pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,751 | $3,225-45.7% | $2,961-40.9% | $4,839-63.8% |
| Participant deferral / active EE | $4,261 | $4,673-8.8% | $4,276-0.4% | $6,342-32.8% |
| Admin fee / account holder | $6,737 | $6,757-0.3% | $5,953+13.2% | $12,315-45.3% |