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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 | $199,851 | $85,171+134.6% | $172,753+15.7% | $72,976+173.9% |
| Participation rate | 15.2% | 70.1%-54.9pp | 82.6%-67.5pp | 69.5%-54.3pp |
| Annual return | 25.01% | 27.32%-2.3pp | 803.00%-778.0pp | 81.02%-56.0pp |
| Employer contribution / active EE | $678 | $3,324-79.6% | $5,144-86.8% | $2,440-72.2% |
| Participant deferral / active EE | $1,157 | $3,260-64.5% | $5,198-77.7% | $3,608-67.9% |
| Admin fee / account holder | $1,975 | $5,880-66.4% | $13,956-85.9% | $5,124-61.5% |