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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 | $91,641 | $45,312+102.2% | $86,233+6.3% | $67,986+34.8% |
| Participation rate | 5.0% | 42.4%-37.4pp | 69.0%-64.0pp | 57.2%-52.2pp |
| Annual return | 469.67% | 24.79%+444.9pp | 61.39%+408.3pp | 31.67%+438.0pp |
| Employer contribution / active EE | $132 | $1,160-88.6% | $2,504-94.7% | $2,019-93.5% |
| Participant deferral / active EE | $490 | $2,185-77.6% | $4,559-89.2% | $3,358-85.4% |
| Admin fee / account holder | $12,228 | $3,295+271.1% | $8,342+46.6% | $3,203+281.7% |