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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 | $152,615 | $102,595+48.8% | $94,057+62.3% | $154,746-1.4% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 16.46% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $790 | $3,147-74.9% | $2,933-73.1% | $4,379-82.0% |
| Participant deferral / active EE | $1,765 | $5,118-65.5% | $4,709-62.5% | $6,730-73.8% |
| Admin fee / account holder | $13,542 | $7,736+75.1% | $7,244+86.9% | $14,365-5.7% |