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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 | $214,689 | $51,638+315.8% | $68,368+214.0% | $82,448+160.4% |
| Participation rate | 35.3% | 63.6%-28.3pp | 73.8%-38.5pp | 68.1%-32.8pp |
| Annual return | 18.49% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,206 | $2,047-41.1% | $2,649-54.5% | $2,551-52.7% |
| Participant deferral / active EE | $1,848 | $2,914-36.6% | $4,123-55.2% | $4,139-55.4% |
| Admin fee / account holder | $2,923 | $4,643-37.0% | $5,150-43.2% | $7,234-59.6% |