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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 | $155,786 | $76,608+103.4% | $56,077+177.8% | $145,877+6.8% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 16.98% | 3009.59%-2992.6pp | 1709.28%-1692.3pp | 551.28%-534.3pp |
| Employer contribution / active EE | $483 | $1,382-65.1% | $1,040-53.6% | $4,663-89.6% |
| Participant deferral / active EE | $4,000 | $2,624+52.4% | $1,954+104.7% | $6,691-40.2% |
| Admin fee / account holder | $686 | $3,325-79.4% | $2,825-75.7% | $13,402-94.9% |