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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 | $233,819 | $49,976+367.9% | $66,674+250.7% | $82,637+182.9% |
| Participation rate | 17.9% | 63.1%-45.2pp | 73.7%-55.8pp | 68.1%-50.2pp |
| Annual return | 13.68% | 39.09%-25.4pp | 321.24%-307.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $561 | $1,988-71.8% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $1,203 | $2,847-57.7% | $4,084-70.5% | $4,126-70.8% |
| Admin fee / account holder | $2,009 | $4,594-56.3% | $5,098-60.6% | $7,339-72.6% |