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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 | $207,370 | $72,071+187.7% | $68,368+203.3% | $137,256+51.1% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 18.19% | 353.14%-334.9pp | 292.57%-274.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,264 | $2,788-54.7% | $2,649-52.3% | $4,156-69.6% |
| Participant deferral / active EE | $4,346 | $4,410-1.4% | $4,123+5.4% | $6,407-32.2% |
| Admin fee / account holder | $13,283 | $5,336+148.9% | $5,150+157.9% | $12,270+8.3% |