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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 | $206,499 | $88,815+132.5% | $81,882+152.2% | $145,897+41.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.25% | 1033.75%-1018.5pp | 779.47%-764.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $511 | $3,086-83.5% | $2,916-82.5% | $4,663-89.1% |
| Participant deferral / active EE | $2,509 | $4,647-46.0% | $4,323-42.0% | $6,689-62.5% |
| Admin fee / account holder | $1,052 | $8,434-87.5% | $7,360-85.7% | $13,390-92.1% |