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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 | $108,498 | $76,608+41.6% | $56,077+93.5% | $145,877-25.6% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 18.79% | 3009.59%-2990.8pp | 1709.28%-1690.5pp | 551.28%-532.5pp |
| Employer contribution / active EE | $678 | $1,382-50.9% | $1,040-34.8% | $4,663-85.5% |
| Participant deferral / active EE | $1,454 | $2,624-44.6% | $1,954-25.6% | $6,691-78.3% |
| Admin fee / account holder | $1,004 | $3,325-69.8% | $2,825-64.4% | $13,402-92.5% |