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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 | $209,927 | $104,694+100.5% | $85,709+144.9% | $167,536+25.3% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.3pp |
| Annual return | 12.63% | 21.45%-8.8pp | 21.49%-8.9pp | 478.82%-466.2pp |
| Employer contribution / active EE | $704 | $3,337-78.9% | $2,619-73.1% | $4,839-85.5% |
| Participant deferral / active EE | $2,095 | $4,826-56.6% | $3,924-46.6% | $6,342-67.0% |
| Admin fee / account holder | $17,583 | $10,035+75.2% | $6,876+155.7% | $12,315+42.8% |