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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 | $207,559 | $72,071+188.0% | $68,368+203.6% | $137,256+51.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 15.97% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,070 | $2,788-61.6% | $2,649-59.6% | $4,156-74.3% |
| Participant deferral / active EE | $8,720 | $4,410+97.7% | $4,123+111.5% | $6,407+36.1% |
| Admin fee / account holder | $813 | $5,336-84.8% | $5,150-84.2% | $12,270-93.4% |