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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 | $108,363 | $29,736+264.4% | $56,033+93.4% | $80,935+33.9% |
| Participation rate | 28.0% | 41.7%-13.7pp | 52.5%-24.5pp | 67.7%-39.7pp |
| Annual return | 58.56% | 35.28%+23.3pp | 1711.38%-1652.8pp | 35.66%+22.9pp |
| Employer contribution / active EE | $495 | $671-26.3% | $1,041-52.5% | $2,757-82.0% |
| Participant deferral / active EE | $2,798 | $1,228+127.8% | $1,954+43.2% | $4,299-34.9% |
| Admin fee / account holder | $2,261 | $2,434-7.1% | $2,827-20.0% | $6,924-67.3% |