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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 | $155,749 | $67,823+129.6% | $52,425+197.1% | $137,256+13.5% |
| Participation rate | 30.4% | 63.9%-33.5pp | 55.6%-25.2pp | 80.0%-49.5pp |
| Annual return | 13.63% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $335 | $1,163-71.2% | $914-63.4% | $4,156-91.9% |
| Participant deferral / active EE | $1,252 | $2,288-45.3% | $1,790-30.1% | $6,407-80.5% |
| Admin fee / account holder | $6,682 | $2,844+134.9% | $2,495+167.8% | $12,270-45.5% |