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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 | $205,595 | $96,123+113.9% | $77,361+165.8% | $198,609+3.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.0%-25.0pp | 82.4%-32.4pp |
| Annual return | 12.67% | 2054.81%-2042.1pp | 1011.54%-998.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $4,621 | $3,791+21.9% | $2,990+54.5% | $5,055-8.6% |
| Participant deferral / active EE | $4,198 | $4,975-15.6% | $3,911+7.3% | $6,977-39.8% |
| Admin fee / account holder | $11,121 | $9,471+17.4% | $5,894+88.7% | $19,030-41.6% |