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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 | $234,715 | $49,976+369.7% | $66,674+252.0% | $82,637+184.0% |
| Participation rate | 22.2% | 63.1%-40.9pp | 73.7%-51.5pp | 68.1%-45.8pp |
| Annual return | 19.65% | 39.09%-19.4pp | 321.24%-301.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $577 | $1,988-71.0% | $2,620-78.0% | $2,552-77.4% |
| Participant deferral / active EE | $1,988 | $2,847-30.2% | $4,084-51.3% | $4,126-51.8% |
| Admin fee / account holder | $2,213 | $4,594-51.8% | $5,098-56.6% | $7,339-69.8% |