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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 | $171,518 | $60,393+184.0% | $81,820+109.6% | $74,429+130.4% |
| Participation rate | 19.2% | 62.9%-43.7pp | 72.4%-53.2pp | 67.2%-48.0pp |
| Annual return | 36.44% | 16.89%+19.5pp | 777.93%-741.5pp | 1368.38%-1331.9pp |
| Employer contribution / active EE | $825 | $2,626-68.6% | $2,915-71.7% | $2,625-68.6% |
| Participant deferral / active EE | $1,982 | $3,397-41.7% | $4,323-54.2% | $4,348-54.4% |
| Admin fee / account holder | $791 | $1,491-46.9% | $7,391-89.3% | $1,944-59.3% |