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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 | $239,050 | $102,624+132.9% | $86,200+177.3% | $139,427+71.5% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 13.21% | 1922.69%-1909.5pp | 1168.58%-1155.4pp | 373.27%-360.1pp |
| Employer contribution / active EE | $1,803 | $3,033-40.6% | $2,381-24.3% | $4,752-62.1% |
| Participant deferral / active EE | $4,029 | $4,676-13.8% | $3,986+1.1% | $6,711-40.0% |
| Admin fee / account holder | $6,106 | $8,658-29.5% | $6,853-10.9% | $11,404-46.5% |