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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 | $51,638+321.3% | $68,368+218.2% | $82,448+163.9% |
| Participation rate | 32.0% | 63.6%-31.6pp | 73.8%-41.8pp | 68.1%-36.1pp |
| Annual return | 14.19% | 37.53%-23.3pp | 292.57%-278.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,540 | $2,047-24.8% | $2,649-41.9% | $2,551-39.6% |
| Participant deferral / active EE | $4,351 | $2,914+49.3% | $4,123+5.5% | $4,139+5.1% |
| Admin fee / account holder | $46,160 | $4,643+894.1% | $5,150+796.3% | $7,234+538.1% |