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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 | $201,442 | $76,519+163.3% | $56,025+259.6% | $145,897+38.1% |
| Participation rate | 45.8% | 63.2%-17.4pp | 52.5%-6.7pp | 80.3%-34.5pp |
| Annual return | 9.74% | 3017.03%-3007.3pp | 1712.69%-1702.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $438 | $1,383-68.3% | $1,042-57.9% | $4,663-90.6% |
| Participant deferral / active EE | $3,561 | $2,624+35.7% | $1,955+82.2% | $6,689-46.8% |
| Admin fee / account holder | $3,063 | $3,331-8.0% | $2,828+8.3% | $13,390-77.1% |