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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 | $249,646 | $67,823+268.1% | $52,425+376.2% | $137,256+81.9% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 13.77% | 219.11%-205.3pp | 302.12%-288.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $525 | $1,163-54.9% | $914-42.6% | $4,156-87.4% |
| Participant deferral / active EE | $6,347 | $2,288+177.4% | $1,790+254.5% | $6,407-0.9% |
| Admin fee / account holder | $17,343 | $2,844+509.8% | $2,495+595.1% | $12,270+41.3% |