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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 | $129,672 | $88,710+46.2% | $81,783+58.6% | $145,959-11.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 11.61% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $493 | $3,083-84.0% | $2,913-83.1% | $4,661-89.4% |
| Participant deferral / active EE | $1,956 | $4,645-57.9% | $4,320-54.7% | $6,689-70.8% |
| Admin fee / account holder | $1,212 | $8,407-85.6% | $7,380-83.6% | $13,398-91.0% |