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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 | $193,812 | $93,345+107.6% | $119,126+62.7% | $87,485+121.5% |
| Participation rate | 47.4% | 68.7%-21.4pp | 75.8%-28.4pp | 68.9%-21.6pp |
| Annual return | 12.28% | 19.08%-6.8pp | 282.11%-269.8pp | 26.06%-13.8pp |
| Employer contribution / active EE | $837 | $3,172-73.6% | $4,034-79.2% | $2,596-67.8% |
| Participant deferral / active EE | $2,793 | $4,099-31.9% | $5,318-47.5% | $4,274-34.6% |
| Admin fee / account holder | $16,418 | $8,039+104.2% | $10,693+53.5% | $7,775+111.2% |