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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 | $247,074 | $101,069+144.5% | $81,478+203.2% | $147,585+67.4% |
| Participation rate | 6.7% | 74.5%-67.8pp | 68.0%-61.3pp | 82.8%-76.2pp |
| Annual return | 15.30% | 32.40%-17.1pp | 38.78%-23.5pp | 578.57%-563.3pp |
| Employer contribution / active EE | $280 | $3,205-91.3% | $2,568-89.1% | $4,876-94.2% |
| Participant deferral / active EE | $1,559 | $4,242-63.3% | $3,537-55.9% | $5,439-71.3% |
| Admin fee / account holder | $2,218 | $5,812-61.8% | $4,561-51.4% | $10,885-79.6% |