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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 | $81,015 | $45,123+79.5% | $85,240-5.0% | $74,478+8.8% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 188.73% | 26.32%+162.4pp | 66.75%+122.0pp | 1370.56%-1181.8pp |
| Employer contribution / active EE | $471 | $1,459-67.7% | $2,735-82.8% | $2,626-82.1% |
| Participant deferral / active EE | $1,222 | $2,736-55.3% | $4,527-73.0% | $4,350-71.9% |
| Admin fee / account holder | $1,433 | $2,215-35.3% | $6,165-76.8% | $1,946-26.4% |