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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 | $249,762 | $67,823+268.3% | $52,425+376.4% | $137,256+82.0% |
| Participation rate | 9.5% | 63.9%-54.4pp | 55.6%-46.1pp | 80.0%-70.4pp |
| Annual return | 16.74% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $771 | $1,163-33.7% | $914-15.7% | $4,156-81.4% |
| Participant deferral / active EE | $2,952 | $2,288+29.0% | $1,790+64.9% | $6,407-53.9% |
| Admin fee / account holder | $980 | $2,844-65.5% | $2,495-60.7% | $12,270-92.0% |