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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 | $165,016 | $90,530+82.3% | $76,030+117.0% | $145,897+13.1% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 13.14% | 625.08%-611.9pp | 361.54%-348.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $892 | $3,319-73.1% | $2,688-66.8% | $4,663-80.9% |
| Participant deferral / active EE | $3,383 | $5,164-34.5% | $4,257-20.5% | $6,689-49.4% |
| Admin fee / account holder | $3,623 | $8,383-56.8% | $6,421-43.6% | $13,390-72.9% |