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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 | $105,728 | $28,624+269.4% | $53,647+97.1% | $82,637+27.9% |
| Participation rate | 12.5% | 47.3%-34.8pp | 56.3%-43.8pp | 68.1%-55.6pp |
| Annual return | 20.35% | 664.98%-644.6pp | 358.33%-338.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $193 | $637-69.7% | $962-79.9% | $2,552-92.4% |
| Participant deferral / active EE | $1,182 | $1,196-1.2% | $1,813-34.8% | $4,126-71.4% |
| Admin fee / account holder | $702 | $2,022-65.3% | $2,460-71.5% | $7,339-90.4% |