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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 | $232,453 | $157,276+47.8% | $141,177+64.7% | $152,885+52.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.17% | 64.33%-46.2pp | 71.40%-53.2pp | 345.39%-327.2pp |
| Employer contribution / active EE | $1,684 | $5,262-68.0% | $4,736-64.4% | $4,763-64.6% |
| Participant deferral / active EE | $4,210 | $7,110-40.8% | $6,710-37.3% | $5,851-28.0% |
| Admin fee / account holder | $1,411 | $12,123-88.4% | $10,263-86.3% | $11,598-87.8% |