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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 | $242,460 | $72,071+236.4% | $68,368+254.6% | $137,256+76.6% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $631 | $2,788-77.4% | $2,649-76.2% | $4,156-84.8% |
| Participant deferral / active EE | $2,605 | $4,410-40.9% | $4,123-36.8% | $6,407-59.3% |
| Admin fee / account holder | $1,254 | $5,336-76.5% | $5,150-75.6% | $12,270-89.8% |