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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 | $158,088 | $70,121+125.4% | $63,803+147.8% | $138,895+13.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 16.04% | 946.48%-930.4pp | 543.72%-527.7pp | 145.39%-129.4pp |
| Employer contribution / active EE | $587 | $2,882-79.6% | $2,532-76.8% | $4,194-86.0% |
| Participant deferral / active EE | $978 | $4,535-78.4% | $3,843-74.5% | $6,396-84.7% |
| Admin fee / account holder | $1,687 | $6,738-75.0% | $5,196-67.5% | $12,562-86.6% |