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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 | $207,642 | $76,608+171.0% | $56,077+270.3% | $145,877+42.3% |
| Participation rate | 4.8% | 63.2%-58.5pp | 52.5%-47.7pp | 80.3%-75.5pp |
| Annual return | 17.86% | 3009.59%-2991.7pp | 1709.28%-1691.4pp | 551.28%-533.4pp |
| Employer contribution / active EE | $645 | $1,382-53.3% | $1,040-38.0% | $4,663-86.2% |
| Participant deferral / active EE | $3,824 | $2,624+45.7% | $1,954+95.7% | $6,691-42.8% |
| Admin fee / account holder | $638 | $3,325-80.8% | $2,825-77.4% | $13,402-95.2% |