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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 | $187,874 | $62,672+199.8% | $185,117+1.5% | $70,126+167.9% |
| Participation rate | 15.4% | 63.8%-48.4pp | 77.3%-61.9pp | 69.5%-54.2pp |
| Annual return | 373.88% | 40.79%+333.1pp | 40.50%+333.4pp | 73.15%+300.7pp |
| Employer contribution / active EE | $610 | $1,753-65.2% | $4,182-85.4% | $2,343-73.9% |
| Participant deferral / active EE | $1,295 | $3,272-60.4% | $5,045-74.3% | $3,332-61.1% |
| Admin fee / account holder | $4,969 | $3,932+26.4% | $8,159-39.1% | $4,645+7.0% |