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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 | $237,277 | $29,319+709.3% | $52,425+352.6% | $82,448+187.8% |
| Participation rate | 16.7% | 46.9%-30.2pp | 55.6%-39.0pp | 68.1%-51.4pp |
| Annual return | 23.35% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $588 | $586+0.2% | $914-35.7% | $2,551-77.0% |
| Participant deferral / active EE | $2,290 | $1,171+95.5% | $1,790+27.9% | $4,139-44.7% |
| Admin fee / account holder | $18,401 | $1,962+837.8% | $2,495+637.6% | $7,234+154.4% |