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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 | $195,236 | $88,754+120.0% | $81,820+138.6% | $145,877+33.8% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 10.42% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $603 | $3,085-80.5% | $2,915-79.3% | $4,663-87.1% |
| Participant deferral / active EE | $1,675 | $4,648-64.0% | $4,323-61.2% | $6,691-75.0% |
| Admin fee / account holder | $1,012 | $8,424-88.0% | $7,391-86.3% | $13,402-92.5% |