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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 | $233,829 | $27,924+737.4% | $58,544+299.4% | $75,181+211.0% |
| Participation rate | 19.3% | 38.8%-19.5pp | 50.9%-31.6pp | 67.2%-47.9pp |
| Annual return | 17.52% | 44.20%-26.7pp | 4249.56%-4232.0pp | 160.69%-143.2pp |
| Employer contribution / active EE | $601 | $669-10.1% | $1,053-42.9% | $2,671-77.5% |
| Participant deferral / active EE | $1,844 | $1,202+53.5% | $1,923-4.1% | $4,126-55.3% |
| Admin fee / account holder | $1,292 | $1,726-25.2% | $2,520-48.7% | $5,650-77.1% |