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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 | $164,263 | $88,710+85.2% | $81,783+100.9% | $145,959+12.5% |
| Participation rate | 18.8% | 75.0%-56.3pp | 72.4%-53.6pp | 80.3%-61.5pp |
| Annual return | 15.05% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $712 | $3,083-76.9% | $2,913-75.6% | $4,661-84.7% |
| Participant deferral / active EE | $1,277 | $4,645-72.5% | $4,320-70.4% | $6,689-80.9% |
| Admin fee / account holder | $733 | $8,407-91.3% | $7,380-90.1% | $13,398-94.5% |