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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 | $236,726 | $76,608+209.0% | $56,077+322.1% | $145,877+62.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 8.56% | 3009.59%-3001.0pp | 1709.28%-1700.7pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,169 | $1,382+57.0% | $1,040+108.5% | $4,663-53.5% |
| Participant deferral / active EE | $1,546 | $2,624-41.1% | $1,954-20.9% | $6,691-76.9% |
| Admin fee / account holder | $8,610 | $3,325+158.9% | $2,825+204.8% | $13,402-35.8% |