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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 | $231,939 | $57,330+304.6% | $86,656+167.7% | $75,177+208.5% |
| Participation rate | 11.1% | 63.2%-52.1pp | 71.7%-60.6pp | 67.2%-56.1pp |
| Annual return | 15.72% | 2675.40%-2659.7pp | 593.09%-577.4pp | 160.75%-145.0pp |
| Employer contribution / active EE | $494 | $2,316-78.7% | $3,025-83.7% | $2,671-81.5% |
| Participant deferral / active EE | $1,942 | $3,320-41.5% | $4,439-56.3% | $4,126-52.9% |
| Admin fee / account holder | $1,548 | $4,115-62.4% | $5,619-72.5% | $5,651-72.6% |