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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 | $205,397 | $52,353+292.3% | $120,225+70.8% | $82,448+149.1% |
| Participation rate | 10.4% | 58.3%-47.9pp | 69.6%-59.2pp | 68.1%-57.7pp |
| Annual return | 13.98% | 61.85%-47.9pp | 439.23%-425.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $237 | $1,510-84.3% | $3,475-93.2% | $2,551-90.7% |
| Participant deferral / active EE | $1,026 | $2,627-60.9% | $3,999-74.3% | $4,139-75.2% |
| Admin fee / account holder | $991 | $4,363-77.3% | $5,696-82.6% | $7,234-86.3% |