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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 | $202,511 | $104,116+94.5% | $71,089+184.9% | $135,380+49.6% |
| Participation rate | 45.5% | 65.7%-20.2pp | 54.6%-9.2pp | 82.6%-37.2pp |
| Annual return | 6.38% | 1256.51%-1250.1pp | 650.65%-644.3pp | 519.81%-513.4pp |
| Employer contribution / active EE | $1,032 | $1,485-30.5% | $1,088-5.1% | $4,779-78.4% |
| Participant deferral / active EE | $3,257 | $2,524+29.1% | $1,873+73.9% | $5,609-41.9% |
| Admin fee / account holder | $3,120 | $4,142-24.7% | $3,082+1.2% | $10,828-71.2% |