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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 | $76,634+152.1% | $56,054+244.7% | $145,978+32.4% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 10.38% | 3004.33%-2993.9pp | 1705.95%-1695.6pp | 550.52%-540.1pp |
| Employer contribution / active EE | $710 | $1,380-48.6% | $1,039-31.7% | $4,662-84.8% |
| Participant deferral / active EE | $1,775 | $2,622-32.3% | $1,952-9.1% | $6,690-73.5% |
| Admin fee / account holder | $3,579 | $3,321+7.8% | $2,822+26.8% | $13,400-73.3% |