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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 | $237,720 | $157,304+51.1% | $141,197+68.4% | $152,909+55.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 31.74% | 64.34%-32.6pp | 71.41%-39.7pp | 345.46%-313.7pp |
| Employer contribution / active EE | $1,733 | $5,263-67.1% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $8,114 | $7,111+14.1% | $6,710+20.9% | $5,851+38.7% |
| Admin fee / account holder | $2,138 | $12,126-82.4% | $10,265-79.2% | $11,601-81.6% |