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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 | $247,192 | $176,688+39.9% | $130,660+89.2% | $152,909+61.7% |
| Participation rate | 20.0% | 79.0%-59.0pp | 71.7%-51.7pp | 82.5%-62.5pp |
| Annual return | 20.25% | 2693.08%-2672.8pp | 1709.29%-1689.0pp | 345.46%-325.2pp |
| Employer contribution / active EE | $557 | $5,743-90.3% | $4,092-86.4% | $4,764-88.3% |
| Participant deferral / active EE | $2,952 | $4,362-32.3% | $3,603-18.1% | $5,851-49.5% |
| Admin fee / account holder | $1,933 | $7,131-72.9% | $5,463-64.6% | $11,601-83.3% |