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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 | $216,709 | $169,356+28.0% | $129,406+67.5% | $145,897+48.5% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.6%-30.8pp | 80.3%-41.4pp |
| Annual return | 18.92% | 14418.62%-14399.7pp | 9468.18%-9449.3pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,609 | $5,542-71.0% | $4,155-61.3% | $4,663-65.5% |
| Participant deferral / active EE | $4,802 | $4,987-3.7% | $4,167+15.2% | $6,689-28.2% |
| Admin fee / account holder | $4,671 | $9,915-52.9% | $7,689-39.2% | $13,390-65.1% |