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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 | $229,875 | $124,314+84.9% | $109,163+110.6% | $167,518+37.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 23.54% | 26.04%-2.5pp | 25.75%-2.2pp | 478.71%-455.2pp |
| Employer contribution / active EE | $848 | $4,209-79.9% | $3,723-77.2% | $4,838-82.5% |
| Participant deferral / active EE | $3,335 | $5,256-36.6% | $4,654-28.3% | $6,342-47.4% |
| Admin fee / account holder | $4,162 | $7,973-47.8% | $6,754-38.4% | $12,312-66.2% |