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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 | $244,239 | $111,785+118.5% | $93,669+160.7% | $145,877+67.4% |
| Participation rate | 15.4% | 74.2%-58.8pp | 68.7%-53.3pp | 80.3%-64.9pp |
| Annual return | 11.45% | 203.79%-192.3pp | 133.59%-122.1pp | 551.28%-539.8pp |
| Employer contribution / active EE | $706 | $3,096-77.2% | $2,424-70.9% | $4,663-84.9% |
| Participant deferral / active EE | $1,731 | $4,919-64.8% | $4,416-60.8% | $6,691-74.1% |
| Admin fee / account holder | $3,210 | $10,256-68.7% | $8,291-61.3% | $13,402-76.1% |