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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 | $203,739 | $109,967+85.3% | $97,197+109.6% | $145,877+39.7% |
| Participation rate | 36.4% | 76.0%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 27.60% | 244.27%-216.7pp | 75.47%-47.9pp | 551.28%-523.7pp |
| Employer contribution / active EE | $656 | $3,077-78.7% | $2,723-75.9% | $4,663-85.9% |
| Participant deferral / active EE | $2,091 | $4,676-55.3% | $4,263-51.0% | $6,691-68.7% |
| Admin fee / account holder | $8,704 | $6,199+40.4% | $5,637+54.4% | $13,402-35.1% |