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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 | $45,126+79.5% | $85,187-4.9% | $74,459+8.8% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 188.73% | 26.30%+162.4pp | 66.67%+122.1pp | 1369.70%-1181.0pp |
| Employer contribution / active EE | $471 | $1,460-67.8% | $2,732-82.8% | $2,626-82.1% |
| Participant deferral / active EE | $1,222 | $2,738-55.4% | $4,525-73.0% | $4,350-71.9% |
| Admin fee / account holder | $1,433 | $2,212-35.2% | $6,162-76.8% | $1,945-26.3% |