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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 | $239,781 | $111,830+114.4% | $93,696+155.9% | $145,884+64.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 9.12% | 204.08%-195.0pp | 133.74%-124.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $703 | $3,093-77.3% | $2,422-71.0% | $4,662-84.9% |
| Participant deferral / active EE | $2,298 | $4,920-53.3% | $4,417-48.0% | $6,690-65.7% |
| Admin fee / account holder | $2,931 | $10,249-71.4% | $8,287-64.6% | $13,392-78.1% |