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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 | $217,573 | $49,976+335.4% | $66,674+226.3% | $82,637+163.3% |
| Participation rate | 32.0% | 63.1%-31.1pp | 73.7%-41.7pp | 68.1%-36.1pp |
| Annual return | 14.19% | 39.09%-24.9pp | 321.24%-307.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,540 | $1,988-22.6% | $2,620-41.2% | $2,552-39.7% |
| Participant deferral / active EE | $4,351 | $2,847+52.9% | $4,084+6.5% | $4,126+5.5% |
| Admin fee / account holder | $46,160 | $4,594+904.9% | $5,098+805.4% | $7,339+529.0% |