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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 | $158,751 | $93,345+70.1% | $119,126+33.3% | $87,485+81.5% |
| Participation rate | 41.0% | 68.7%-27.7pp | 75.8%-34.7pp | 68.9%-27.9pp |
| Annual return | 16.12% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,441 | $3,172-54.6% | $4,034-64.3% | $2,596-44.5% |
| Participant deferral / active EE | $4,088 | $4,099-0.3% | $5,318-23.1% | $4,274-4.3% |
| Admin fee / account holder | $33,986 | $8,039+322.8% | $10,693+217.8% | $7,775+337.1% |