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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 | $153,362 | $67,823+126.1% | $52,425+192.5% | $137,256+11.7% |
| Participation rate | 22.7% | 63.9%-41.2pp | 55.6%-32.9pp | 80.0%-57.2pp |
| Annual return | 14.98% | 219.11%-204.1pp | 302.12%-287.1pp | 220.34%-205.4pp |
| Employer contribution / active EE | $525 | $1,163-54.8% | $914-42.6% | $4,156-87.4% |
| Participant deferral / active EE | $2,617 | $2,288+14.4% | $1,790+46.2% | $6,407-59.2% |
| Admin fee / account holder | $2,914 | $2,844+2.4% | $2,495+16.8% | $12,270-76.3% |