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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 | $217,127 | $29,051+647.4% | $52,425+314.2% | $67,986+219.4% |
| Participation rate | 9.7% | 30.4%-20.7pp | 55.6%-45.9pp | 57.2%-47.5pp |
| Annual return | 17.10% | 24.00%-6.9pp | 302.12%-285.0pp | 31.67%-14.6pp |
| Employer contribution / active EE | $280 | $412-32.0% | $914-69.3% | $2,019-86.1% |
| Participant deferral / active EE | $946 | $873+8.4% | $1,790-47.2% | $3,358-71.8% |
| Admin fee / account holder | $3,598 | $2,113+70.3% | $2,495+44.2% | $3,203+12.3% |