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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 | $173,869 | $70,366+147.1% | $66,674+160.8% | $138,895+25.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 18.31% | 386.41%-368.1pp | 321.24%-302.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,840 | $2,765-33.5% | $2,620-29.8% | $4,194-56.1% |
| Participant deferral / active EE | $3,630 | $4,374-17.0% | $4,084-11.1% | $6,396-43.2% |
| Admin fee / account holder | $338 | $5,262-93.6% | $5,098-93.4% | $12,562-97.3% |