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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 | $194,480 | $29,670+555.5% | $56,054+246.9% | $80,911+140.4% |
| Participation rate | 10.2% | 41.7%-31.5pp | 52.5%-42.3pp | 67.6%-57.4pp |
| Annual return | 17.27% | 35.24%-18.0pp | 1705.95%-1688.7pp | 35.63%-18.4pp |
| Employer contribution / active EE | $504 | $670-24.8% | $1,039-51.5% | $2,756-81.7% |
| Participant deferral / active EE | $2,183 | $1,227+77.9% | $1,952+11.8% | $4,297-49.2% |
| Admin fee / account holder | $5,317 | $2,431+118.7% | $2,822+88.4% | $6,935-23.3% |