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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 | $241,021 | $99,053+143.3% | $88,179+173.3% | $138,895+73.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 12.19% | 78.17%-66.0pp | 64.97%-52.8pp | 145.39%-133.2pp |
| Employer contribution / active EE | $642 | $2,882-77.7% | $2,549-74.8% | $4,194-84.7% |
| Participant deferral / active EE | $4,815 | $5,225-7.9% | $4,614+4.4% | $6,396-24.7% |
| Admin fee / account holder | $111,558 | $8,748+1175.2% | $7,673+1353.9% | $12,562+788.0% |