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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 | $115,316 | $76,519+50.7% | $56,025+105.8% | $145,897-21.0% |
| Participation rate | 21.1% | 63.2%-42.2pp | 52.5%-31.5pp | 80.3%-59.3pp |
| Annual return | 12.95% | 3017.03%-3004.1pp | 1712.69%-1699.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $789 | $1,383-43.0% | $1,042-24.3% | $4,663-83.1% |
| Participant deferral / active EE | $3,758 | $2,624+43.2% | $1,955+92.3% | $6,689-43.8% |
| Admin fee / account holder | $579 | $3,331-82.6% | $2,828-79.5% | $13,390-95.7% |