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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 | $196,709 | $58,311+237.3% | $81,882+140.2% | $80,959+143.0% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.4%-59.5pp | 67.7%-54.8pp |
| Annual return | 21.47% | 41.85%-20.4pp | 779.47%-758.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $632 | $2,347-73.1% | $2,916-78.3% | $2,757-77.1% |
| Participant deferral / active EE | $1,266 | $3,287-61.5% | $4,323-70.7% | $4,300-70.6% |
| Admin fee / account holder | $788 | $4,752-83.4% | $7,360-89.3% | $6,925-88.6% |