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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 | $221,840 | $61,125+262.9% | $94,057+135.9% | $87,485+153.6% |
| Participation rate | 48.6% | 64.1%-15.5pp | 73.3%-24.8pp | 68.9%-20.4pp |
| Annual return | 18.93% | 35.20%-16.3pp | 480.62%-461.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $491 | $2,136-77.0% | $2,933-83.3% | $2,596-81.1% |
| Participant deferral / active EE | $6,914 | $3,260+112.1% | $4,709+46.8% | $4,274+61.8% |
| Admin fee / account holder | $1,123 | $5,629-80.1% | $7,244-84.5% | $7,775-85.6% |