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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 | $239,050 | $102,696+132.8% | $86,235+177.2% | $139,487+71.4% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.0%-24.5pp | 80.3%-35.9pp |
| Annual return | 13.21% | 1925.91%-1912.7pp | 1170.03%-1156.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $1,803 | $3,034-40.6% | $2,381-24.3% | $4,755-62.1% |
| Participant deferral / active EE | $4,029 | $4,679-13.9% | $3,987+1.1% | $6,713-40.0% |
| Admin fee / account holder | $6,106 | $8,667-29.6% | $6,856-10.9% | $11,407-46.5% |