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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 | $227,306 | $109,872+106.9% | $98,483+130.8% | $167,536+35.7% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 12.05% | 1959.31%-1947.3pp | 1494.38%-1482.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $883 | $3,225-72.6% | $2,961-70.2% | $4,839-81.8% |
| Participant deferral / active EE | $1,515 | $4,673-67.6% | $4,276-64.6% | $6,342-76.1% |
| Admin fee / account holder | $3,475 | $6,757-48.6% | $5,953-41.6% | $12,315-71.8% |