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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 | $148,156 | $70,121+111.3% | $63,803+132.2% | $138,895+6.7% |
| Participation rate | 38.5% | 77.2%-38.8pp | 72.7%-34.2pp | 79.9%-41.5pp |
| Annual return | 15.48% | 946.48%-931.0pp | 543.72%-528.2pp | 145.39%-129.9pp |
| Employer contribution / active EE | $723 | $2,882-74.9% | $2,532-71.4% | $4,194-82.8% |
| Participant deferral / active EE | $1,252 | $4,535-72.4% | $3,843-67.4% | $6,396-80.4% |
| Admin fee / account holder | $14,236 | $6,738+111.3% | $5,196+173.9% | $12,562+13.3% |