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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 | $223,145 | $88,710+151.5% | $81,783+172.8% | $145,959+52.9% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 10.22% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,057 | $3,083-65.7% | $2,913-63.7% | $4,661-77.3% |
| Participant deferral / active EE | $4,899 | $4,645+5.5% | $4,320+13.4% | $6,689-26.8% |
| Admin fee / account holder | $1,281 | $8,407-84.8% | $7,380-82.6% | $13,398-90.4% |