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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 | $168,019 | $81,763+105.5% | $58,561+186.9% | $139,466+20.5% |
| Participation rate | 27.8% | 61.3%-33.6pp | 50.9%-23.1pp | 80.3%-52.6pp |
| Annual return | 18.56% | 7427.77%-7409.2pp | 4251.33%-4232.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $556 | $1,398-60.2% | $1,053-47.2% | $4,754-88.3% |
| Participant deferral / active EE | $2,983 | $2,555+16.8% | $1,923+55.1% | $6,712-55.6% |
| Admin fee / account holder | $13,727 | $3,273+319.4% | $2,520+444.6% | $11,409+20.3% |