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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 | $242,118 | $106,923+126.4% | $84,023+188.2% | $152,909+58.3% |
| Participation rate | 23.8% | 75.3%-51.4pp | 69.0%-45.2pp | 82.5%-58.6pp |
| Annual return | 26.56% | 105.02%-78.5pp | 71.32%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $787 | $2,735-71.2% | $1,984-60.3% | $4,764-83.5% |
| Participant deferral / active EE | $2,853 | $4,013-28.9% | $3,239-11.9% | $5,851-51.2% |
| Admin fee / account holder | $2,211 | $8,289-73.3% | $6,102-63.8% | $11,601-80.9% |