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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 | $76,522+209.4% | $56,033+322.5% | $145,884+62.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 8.56% | 3014.28%-3005.7pp | 1711.38%-1702.8pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,169 | $1,382+56.9% | $1,041+108.3% | $4,662-53.5% |
| Participant deferral / active EE | $1,546 | $2,624-41.1% | $1,954-20.9% | $6,690-76.9% |
| Admin fee / account holder | $8,610 | $3,328+158.7% | $2,827+204.5% | $13,392-35.7% |