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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 | $184,351 | $69,118+166.7% | $53,647+243.6% | $138,895+32.7% |
| Participation rate | 53.8% | 64.0%-10.1pp | 56.3%-2.4pp | 79.9%-26.1pp |
| Annual return | 18.82% | 248.26%-229.4pp | 358.33%-339.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,827 | $1,189+53.6% | $962+89.9% | $4,194-56.4% |
| Participant deferral / active EE | $2,077 | $2,274-8.7% | $1,813+14.5% | $6,396-67.5% |
| Admin fee / account holder | $664 | $2,724-75.6% | $2,460-73.0% | $12,562-94.7% |