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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 | $231,806 | $73,421+215.7% | $66,439+248.9% | $155,188+49.4% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 18.15% | 1382.37%-1364.2pp | 757.66%-739.5pp | 148.84%-130.7pp |
| Employer contribution / active EE | $455 | $3,039-85.0% | $2,637-82.8% | $4,248-89.3% |
| Participant deferral / active EE | $7,894 | $4,680+68.7% | $3,876+103.7% | $6,531+20.9% |
| Admin fee / account holder | $1,662 | $8,856-81.2% | $6,173-73.1% | $14,480-88.5% |