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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 | $187,315 | $76,634+144.4% | $56,054+234.2% | $145,978+28.3% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 21.67% | 3004.33%-2982.7pp | 1705.95%-1684.3pp | 550.52%-528.8pp |
| Employer contribution / active EE | $176 | $1,380-87.2% | $1,039-83.0% | $4,662-96.2% |
| Participant deferral / active EE | $257 | $2,622-90.2% | $1,952-86.8% | $6,690-96.2% |
| Admin fee / account holder | $58,403 | $3,321+1658.4% | $2,822+1969.2% | $13,400+335.8% |