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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 | $236,266 | $70,366+235.8% | $66,674+254.4% | $138,895+70.1% |
| Participation rate | 52.6% | 76.2%-23.5pp | 73.7%-21.0pp | 79.9%-27.3pp |
| Annual return | 17.03% | 386.41%-369.4pp | 321.24%-304.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,807 | $2,765-34.7% | $2,620-31.0% | $4,194-56.9% |
| Participant deferral / active EE | $3,449 | $4,374-21.1% | $4,084-15.5% | $6,396-46.1% |
| Admin fee / account holder | $9,732 | $5,262+84.9% | $5,098+90.9% | $12,562-22.5% |