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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 | $249,650 | $58,258+328.5% | $81,820+205.1% | $80,925+208.5% |
| Participation rate | 29.6% | 63.5%-33.8pp | 72.4%-42.8pp | 67.7%-38.0pp |
| Annual return | 44.46% | 41.76%+2.7pp | 777.93%-733.5pp | 35.65%+8.8pp |
| Employer contribution / active EE | $654 | $2,345-72.1% | $2,915-77.6% | $2,756-76.3% |
| Participant deferral / active EE | $1,778 | $3,284-45.9% | $4,323-58.9% | $4,299-58.6% |
| Admin fee / account holder | $809 | $4,976-83.8% | $7,391-89.1% | $6,940-88.3% |