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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 | $207,282 | $111,787+85.4% | $93,681+121.3% | $145,978+42.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 13.49% | 203.52%-190.0pp | 133.47%-120.0pp | 550.52%-537.0pp |
| Employer contribution / active EE | $954 | $3,093-69.2% | $2,422-60.6% | $4,662-79.5% |
| Participant deferral / active EE | $3,087 | $4,918-37.2% | $4,415-30.1% | $6,690-53.9% |
| Admin fee / account holder | $769 | $10,256-92.5% | $8,290-90.7% | $13,400-94.3% |