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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 | $206,556 | $39,028+429.3% | $80,741+155.8% | $85,847+140.6% |
| Participation rate | 26.9% | 41.6%-14.6pp | 54.2%-27.2pp | 69.3%-42.4pp |
| Annual return | 25.59% | 26.31%-0.7pp | 87.30%-61.7pp | 318.61%-293.0pp |
| Employer contribution / active EE | $310 | $722-57.0% | $1,160-73.2% | $2,565-87.9% |
| Participant deferral / active EE | $310 | $1,326-76.6% | $2,145-85.5% | $3,952-92.1% |
| Admin fee / account holder | $1,645 | $2,429-32.3% | $3,380-51.3% | $6,261-73.7% |