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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 | $241,715 | $76,407+216.4% | $150,298+60.8% | $82,448+193.2% |
| Participation rate | 20.7% | 66.4%-45.7pp | 77.8%-57.1pp | 68.1%-47.4pp |
| Annual return | 15.38% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $771 | $2,614-70.5% | $4,154-81.4% | $2,551-69.8% |
| Participant deferral / active EE | $2,396 | $3,214-25.5% | $5,453-56.1% | $4,139-42.1% |
| Admin fee / account holder | $21,373 | $6,352+236.5% | $14,116+51.4% | $7,234+195.4% |