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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 | $242,845 | $86,294+181.4% | $111,303+118.2% | $85,856+182.9% |
| Participation rate | 26.7% | 73.3%-46.7pp | 77.3%-50.6pp | 69.3%-42.7pp |
| Annual return | 25.77% | 19.99%+5.8pp | 54.66%-28.9pp | 318.58%-292.8pp |
| Employer contribution / active EE | $1,123 | $2,043-45.0% | $2,731-58.9% | $2,565-56.2% |
| Participant deferral / active EE | $2,381 | $3,641-34.6% | $4,487-46.9% | $3,952-39.7% |
| Admin fee / account holder | $2,406 | $8,189-70.6% | $7,966-69.8% | $6,261-61.6% |