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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 | $209,091 | $88,778+135.5% | $81,844+155.5% | $145,884+43.3% |
| Participation rate | 38.9% | 75.1%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 14.32% | 1033.03%-1018.7pp | 778.87%-764.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,397 | $3,087-54.7% | $2,916-52.1% | $4,662-70.0% |
| Participant deferral / active EE | $1,772 | $4,648-61.9% | $4,323-59.0% | $6,690-73.5% |
| Admin fee / account holder | $4,486 | $8,430-46.8% | $7,355-39.0% | $13,392-66.5% |