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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 | $224,135 | $157,296+42.5% | $141,191+58.7% | $152,897+46.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 27.65% | 64.34%-36.7pp | 71.41%-43.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $1,021 | $5,262-80.6% | $4,736-78.4% | $4,764-78.6% |
| Participant deferral / active EE | $4,203 | $7,111-40.9% | $6,710-37.4% | $5,851-28.2% |
| Admin fee / account holder | $682 | $12,125-94.4% | $10,264-93.4% | $11,599-94.1% |