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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 | $129,775 | $88,754+46.2% | $81,820+58.6% | $145,877-11.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.87% | 1031.77%-1020.9pp | 777.93%-767.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $825 | $3,085-73.3% | $2,915-71.7% | $4,663-82.3% |
| Participant deferral / active EE | $2,000 | $4,648-57.0% | $4,323-53.7% | $6,691-70.1% |
| Admin fee / account holder | $21,027 | $8,424+149.6% | $7,391+184.5% | $13,402+56.9% |