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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 | $216,086 | $150,447+43.6% | $136,298+58.5% | $147,586+46.4% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 11.27% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,450 | $5,256-72.4% | $4,696-69.1% | $4,876-70.3% |
| Participant deferral / active EE | $2,932 | $6,631-55.8% | $6,247-53.1% | $5,439-46.1% |
| Admin fee / account holder | $47,044 | $10,906+331.4% | $9,244+408.9% | $10,886+332.2% |