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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 | $194,221 | $67,823+186.4% | $52,425+270.5% | $137,256+41.5% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 8.03% | 219.11%-211.1pp | 302.12%-294.1pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,233 | $1,163+6.0% | $914+34.8% | $4,156-70.3% |
| Participant deferral / active EE | $1,876 | $2,288-18.0% | $1,790+4.8% | $6,407-70.7% |
| Admin fee / account holder | $2,454 | $2,844-13.7% | $2,495-1.6% | $12,270-80.0% |