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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 | $234,044 | $150,446+55.6% | $136,297+71.7% | $147,585+58.6% |
| Participation rate | 23.1% | 84.4%-61.3pp | 81.9%-58.8pp | 82.8%-59.8pp |
| Annual return | 17.15% | 1049.14%-1032.0pp | 5156.19%-5139.0pp | 578.58%-561.4pp |
| Employer contribution / active EE | $1,212 | $5,256-76.9% | $4,696-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $2,355 | $6,631-64.5% | $6,247-62.3% | $5,439-56.7% |
| Admin fee / account holder | $6,252 | $10,906-42.7% | $9,244-32.4% | $10,886-42.6% |