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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 | $97,623 | $70,121+39.2% | $63,803+53.0% | $138,895-29.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 20.06% | 946.48%-926.4pp | 543.72%-523.7pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,155 | $2,882-59.9% | $2,532-54.4% | $4,194-72.5% |
| Participant deferral / active EE | $3,078 | $4,535-32.1% | $3,843-19.9% | $6,396-51.9% |
| Admin fee / account holder | $329 | $6,738-95.1% | $5,196-93.7% | $12,562-97.4% |