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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 | $193,216 | $76,519+152.5% | $56,025+244.9% | $145,897+32.4% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 10.38% | 3017.03%-3006.6pp | 1712.69%-1702.3pp | 552.29%-541.9pp |
| Employer contribution / active EE | $710 | $1,383-48.7% | $1,042-31.8% | $4,663-84.8% |
| Participant deferral / active EE | $1,775 | $2,624-32.4% | $1,955-9.2% | $6,689-73.5% |
| Admin fee / account holder | $3,579 | $3,331+7.5% | $2,828+26.6% | $13,390-73.3% |