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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 | $208,273 | $77,908+167.3% | $149,696+39.1% | $75,173+177.1% |
| Participation rate | 6.3% | 65.6%-59.3pp | 78.8%-72.5pp | 67.2%-61.0pp |
| Annual return | 15.26% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $412 | $3,138-86.9% | $4,821-91.5% | $2,671-84.6% |
| Participant deferral / active EE | $1,875 | $3,411-45.0% | $5,682-67.0% | $4,126-54.6% |
| Admin fee / account holder | $2,842 | $5,950-52.2% | $13,212-78.5% | $5,651-49.7% |