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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 | $205,320 | $48,364+324.5% | $71,796+186.0% | $62,881+226.5% |
| Participation rate | 42.9% | 60.6%-17.8pp | 69.1%-26.3pp | 69.3%-26.4pp |
| Annual return | 24.31% | 13.16%+11.2pp | 78.04%-53.7pp | 20.14%+4.2pp |
| Employer contribution / active EE | $2,235 | $1,042+114.5% | $1,924+16.1% | $2,281-2.0% |
| Participant deferral / active EE | $3,423 | $2,091+63.7% | $2,794+22.5% | $3,203+6.9% |
| Admin fee / account holder | $1,150 | $3,771-69.5% | $4,815-76.1% | $4,296-73.2% |