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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 | $163,474 | $109,872+48.8% | $98,483+66.0% | $167,536-2.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 11.43% | 1959.31%-1947.9pp | 1494.38%-1482.9pp | 478.82%-467.4pp |
| Employer contribution / active EE | $737 | $3,225-77.2% | $2,961-75.1% | $4,839-84.8% |
| Participant deferral / active EE | $2,047 | $4,673-56.2% | $4,276-52.1% | $6,342-67.7% |
| Admin fee / account holder | $645 | $6,757-90.5% | $5,953-89.2% | $12,315-94.8% |