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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 | $245,661 | $180,749+35.9% | $160,784+52.8% | $137,256+79.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 20.31% | 2234.46%-2214.2pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $947 | $4,155-77.2% | $3,733-74.6% | $4,156-77.2% |
| Participant deferral / active EE | $6,527 | $6,844-4.6% | $6,293+3.7% | $6,407+1.9% |
| Admin fee / account holder | $528 | $10,397-94.9% | $9,717-94.6% | $12,270-95.7% |