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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 | $229,051 | $69,118+231.4% | $53,647+327.0% | $138,895+64.9% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 15.53% | 248.26%-232.7pp | 358.33%-342.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $137 | $1,189-88.5% | $962-85.8% | $4,194-96.7% |
| Participant deferral / active EE | $4,237 | $2,274+86.3% | $1,813+133.6% | $6,396-33.8% |
| Admin fee / account holder | $1,925 | $2,724-29.3% | $2,460-21.7% | $12,562-84.7% |