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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 | $144,346 | $67,823+112.8% | $52,425+175.3% | $137,256+5.2% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 19.07% | 219.11%-200.0pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $712 | $1,163-38.8% | $914-22.2% | $4,156-82.9% |
| Participant deferral / active EE | $2,122 | $2,288-7.3% | $1,790+18.5% | $6,407-66.9% |
| Admin fee / account holder | $561 | $2,844-80.3% | $2,495-77.5% | $12,270-95.4% |