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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 | $231,557 | $88,778+160.8% | $81,844+182.9% | $145,884+58.7% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 11.41% | 1033.03%-1021.6pp | 778.87%-767.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,408 | $3,087-54.4% | $2,916-51.7% | $4,662-69.8% |
| Participant deferral / active EE | $3,649 | $4,648-21.5% | $4,323-15.6% | $6,690-45.5% |
| Admin fee / account holder | $2,204 | $8,430-73.9% | $7,355-70.0% | $13,392-83.5% |