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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 | $94,467 | $30,421+210.5% | $56,077+68.5% | $74,429+26.9% |
| Participation rate | 11.9% | 32.9%-20.9pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 25.46% | 24.94%+0.5pp | 1709.28%-1683.8pp | 1368.38%-1342.9pp |
| Employer contribution / active EE | $424 | $610-30.5% | $1,040-59.3% | $2,625-83.9% |
| Participant deferral / active EE | $801 | $1,175-31.8% | $1,954-59.0% | $4,348-81.6% |
| Admin fee / account holder | $10,808 | $2,363+357.3% | $2,825+282.6% | $1,944+455.9% |