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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 | $222,209 | $81,763+171.8% | $58,561+279.5% | $139,466+59.3% |
| Participation rate | 18.8% | 61.3%-42.6pp | 50.9%-32.1pp | 80.3%-61.6pp |
| Annual return | 12.14% | 7427.77%-7415.6pp | 4251.33%-4239.2pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,298 | $1,398-7.2% | $1,053+23.2% | $4,754-72.7% |
| Participant deferral / active EE | $2,517 | $2,555-1.5% | $1,923+30.9% | $6,712-62.5% |
| Admin fee / account holder | $325 | $3,273-90.1% | $2,520-87.1% | $11,409-97.2% |