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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 | $221,285 | $111,535+98.4% | $105,223+110.3% | $137,256+61.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 14.08% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,040 | $3,939-73.6% | $3,689-71.8% | $4,156-75.0% |
| Participant deferral / active EE | $1,560 | $5,500-71.6% | $5,072-69.2% | $6,407-75.7% |
| Admin fee / account holder | $3,481 | $9,721-64.2% | $8,859-60.7% | $12,270-71.6% |