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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 | $217,632 | $58,275+273.5% | $81,844+165.9% | $80,935+168.9% |
| Participation rate | 22.2% | 63.5%-41.2pp | 72.4%-50.2pp | 67.7%-45.4pp |
| Annual return | 12.74% | 41.82%-29.1pp | 778.87%-766.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $702 | $2,346-70.1% | $2,916-75.9% | $2,757-74.6% |
| Participant deferral / active EE | $4,203 | $3,285+27.9% | $4,323-2.8% | $4,299-2.2% |
| Admin fee / account holder | $945 | $4,749-80.1% | $7,355-87.2% | $6,924-86.4% |