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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 | $202,669 | $29,051+597.6% | $52,425+286.6% | $67,986+198.1% |
| Participation rate | 14.9% | 30.4%-15.6pp | 55.6%-40.8pp | 57.2%-42.4pp |
| Annual return | 18.75% | 24.00%-5.2pp | 302.12%-283.4pp | 31.67%-12.9pp |
| Employer contribution / active EE | $584 | $412+41.9% | $914-36.1% | $2,019-71.0% |
| Participant deferral / active EE | $1,521 | $873+74.2% | $1,790-15.1% | $3,358-54.7% |
| Admin fee / account holder | $18,072 | $2,113+755.4% | $2,495+624.4% | $3,203+464.2% |