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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 | $69,118+241.9% | $53,647+340.5% | $138,895+70.1% |
| Participation rate | 11.1% | 64.0%-52.9pp | 56.3%-45.2pp | 79.9%-68.8pp |
| Annual return | 18.85% | 248.26%-229.4pp | 358.33%-339.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $636 | $1,189-46.6% | $962-33.9% | $4,194-84.8% |
| Participant deferral / active EE | $1,589 | $2,274-30.1% | $1,813-12.4% | $6,396-75.2% |
| Admin fee / account holder | $673 | $2,724-75.3% | $2,460-72.6% | $12,562-94.6% |