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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 | $200,583 | $67,823+195.7% | $52,425+282.6% | $137,256+46.1% |
| Participation rate | 22.2% | 63.9%-41.7pp | 55.6%-33.4pp | 80.0%-57.7pp |
| Annual return | 14.72% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $429 | $1,163-63.1% | $914-53.1% | $4,156-89.7% |
| Participant deferral / active EE | $849 | $2,288-62.9% | $1,790-52.6% | $6,407-86.8% |
| Admin fee / account holder | $5,533 | $2,844+94.5% | $2,495+121.8% | $12,270-54.9% |