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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 | $174,388 | $70,366+147.8% | $66,674+161.6% | $138,895+25.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 15.25% | 386.41%-371.2pp | 321.24%-306.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $554 | $2,765-80.0% | $2,620-78.9% | $4,194-86.8% |
| Participant deferral / active EE | $3,517 | $4,374-19.6% | $4,084-13.9% | $6,396-45.0% |
| Admin fee / account holder | $26,409 | $5,262+401.8% | $5,098+418.0% | $12,562+110.2% |