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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 | $165,281 | $96,123+71.9% | $77,361+113.6% | $198,609-16.8% |
| Participation rate | 62.5% | 81.1%-18.6pp | 75.0%-12.5pp | 82.4%-19.9pp |
| Annual return | 14.55% | 2054.81%-2040.3pp | 1011.54%-997.0pp | 202.70%-188.2pp |
| Employer contribution / active EE | $6,783 | $3,791+78.9% | $2,990+126.9% | $5,055+34.2% |
| Participant deferral / active EE | $5,756 | $4,975+15.7% | $3,911+47.2% | $6,977-17.5% |
| Admin fee / account holder | $462 | $9,471-95.1% | $5,894-92.2% | $19,030-97.6% |