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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 | $248,586 | $72,403+243.3% | $67,524+268.1% | $145,978+70.3% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.1pp |
| Annual return | 19.18% | 7197.23%-7178.0pp | 3519.41%-3500.2pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,514 | $3,072-50.7% | $2,734-44.6% | $4,662-67.5% |
| Participant deferral / active EE | $4,378 | $4,782-8.4% | $4,001+9.4% | $6,690-34.6% |
| Admin fee / account holder | $1,145 | $5,541-79.3% | $4,001-71.4% | $13,400-91.5% |