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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 | $132,988 | $69,118+92.4% | $53,647+147.9% | $138,895-4.3% |
| Participation rate | 10.0% | 64.0%-54.0pp | 56.3%-46.3pp | 79.9%-69.9pp |
| Annual return | 18.64% | 248.26%-229.6pp | 358.33%-339.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $325 | $1,189-72.7% | $962-66.2% | $4,194-92.3% |
| Participant deferral / active EE | $2,215 | $2,274-2.6% | $1,813+22.2% | $6,396-65.4% |
| Admin fee / account holder | $1,509 | $2,724-44.6% | $2,460-38.7% | $12,562-88.0% |