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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 | $244,910 | $127,790+91.7% | $106,555+129.8% | $167,536+46.2% |
| Participation rate | 20.0% | 78.3%-58.3pp | 76.1%-56.1pp | 82.1%-62.1pp |
| Annual return | 16.46% | 33.88%-17.4pp | 26.80%-10.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,143 | $3,428-66.6% | $2,819-59.5% | $4,839-76.4% |
| Participant deferral / active EE | $3,900 | $5,088-23.4% | $4,399-11.3% | $6,342-38.5% |
| Admin fee / account holder | $994 | $11,229-91.1% | $7,408-86.6% | $12,315-91.9% |