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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 | $184,854 | $75,962+143.4% | $154,108+20.0% | $64,173+188.1% |
| Participation rate | 29.6% | 70.4%-40.8pp | 83.0%-53.4pp | 69.6%-39.9pp |
| Annual return | 69.09% | 30.32%+38.8pp | 735.21%-666.1pp | 7.63%+61.5pp |
| Employer contribution / active EE | $1,075 | $3,350-67.9% | $5,298-79.7% | $2,381-54.8% |
| Participant deferral / active EE | $2,880 | $3,175-9.3% | $5,081-43.3% | $3,470-17.0% |
| Admin fee / account holder | $1,139 | $5,589-79.6% | $13,411-91.5% | $4,887-76.7% |