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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 | $192,182 | $34,932+450.2% | $56,441+240.5% | $74,546+157.8% |
| Participation rate | 8.0% | 32.9%-24.9pp | 52.5%-44.5pp | 67.2%-59.2pp |
| Annual return | 10.79% | 24.90%-14.1pp | 1704.21%-1693.4pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $352 | $608-42.2% | $1,039-66.2% | $2,624-86.6% |
| Participant deferral / active EE | $1,249 | $1,173+6.5% | $1,953-36.1% | $4,347-71.3% |
| Admin fee / account holder | $3,924 | $2,359+66.3% | $2,829+38.7% | $1,944+101.9% |