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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 | $229,384 | $108,882+110.7% | $96,754+137.1% | $154,746+48.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 18.73% | 98.39%-79.7pp | 82.04%-63.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $833 | $3,018-72.4% | $2,679-68.9% | $4,379-81.0% |
| Participant deferral / active EE | $3,125 | $5,323-41.3% | $4,758-34.3% | $6,730-53.6% |
| Admin fee / account holder | $2,422 | $10,200-76.3% | $8,905-72.8% | $14,365-83.1% |