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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 | $224,786 | $100,073+124.6% | $85,126+164.1% | $145,877+54.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.72% | 84.11%-66.4pp | 66.63%-48.9pp | 551.28%-533.6pp |
| Employer contribution / active EE | $684 | $3,236-78.9% | $2,731-75.0% | $4,663-85.3% |
| Participant deferral / active EE | $3,806 | $5,294-28.1% | $4,523-15.9% | $6,691-43.1% |
| Admin fee / account holder | $2,758 | $7,261-62.0% | $6,160-55.2% | $13,402-79.4% |