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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 | $127,137 | $57,305+121.9% | $86,640+46.7% | $75,173+69.1% |
| Participation rate | 18.4% | 63.2%-44.8pp | 71.7%-53.3pp | 67.2%-48.8pp |
| Annual return | 19.70% | 2674.24%-2654.5pp | 592.52%-572.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,002 | $2,316-56.8% | $3,024-66.9% | $2,671-62.5% |
| Participant deferral / active EE | $2,476 | $3,320-25.4% | $4,438-44.2% | $4,126-40.0% |
| Admin fee / account holder | $2,832 | $4,116-31.2% | $5,616-49.6% | $5,651-49.9% |