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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 | $236,306 | $67,823+248.4% | $52,425+350.8% | $137,256+72.2% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | 18.85% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $636 | $1,163-45.3% | $914-30.5% | $4,156-84.7% |
| Participant deferral / active EE | $1,589 | $2,288-30.6% | $1,790-11.3% | $6,407-75.2% |
| Admin fee / account holder | $673 | $2,844-76.3% | $2,495-73.0% | $12,270-94.5% |