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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 | $220,861 | $111,878+97.4% | $93,727+135.6% | $145,897+51.4% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 14.90% | 204.28%-189.4pp | 133.83%-118.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $659 | $3,092-78.7% | $2,421-72.8% | $4,663-85.9% |
| Participant deferral / active EE | $3,286 | $4,920-33.2% | $4,417-25.6% | $6,689-50.9% |
| Admin fee / account holder | $2,998 | $10,256-70.8% | $8,292-63.8% | $13,390-77.6% |