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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 | $242,544 | $78,690+208.2% | $161,489+50.2% | $87,485+177.2% |
| Participation rate | 24.2% | 67.5%-43.2pp | 78.7%-54.5pp | 68.9%-44.7pp |
| Annual return | 15.52% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,281 | $2,588+26.8% | $4,268-23.1% | $2,596+26.4% |
| Participant deferral / active EE | $6,724 | $3,311+103.1% | $5,630+19.4% | $4,274+57.3% |
| Admin fee / account holder | $4,146 | $6,724-38.3% | $16,006-74.1% | $7,775-46.7% |