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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 | $222,826 | $112,935+97.3% | $90,970+144.9% | $158,966+40.2% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 15.39% | 215.79%-200.4pp | 134.58%-119.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $686 | $2,895-76.3% | $2,122-67.7% | $4,762-85.6% |
| Participant deferral / active EE | $2,072 | $4,129-49.8% | $3,373-38.6% | $5,983-65.4% |
| Admin fee / account holder | $6,543 | $8,045-18.7% | $5,960+9.8% | $11,250-41.8% |