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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 | $235,097 | $106,247+121.3% | $96,515+143.6% | $139,466+68.6% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.8pp |
| Annual return | 15.87% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $1,425 | $4,106-65.3% | $3,740-61.9% | $4,754-70.0% |
| Participant deferral / active EE | $5,074 | $5,456-7.0% | $4,880+4.0% | $6,712-24.4% |
| Admin fee / account holder | $3,910 | $7,885-50.4% | $6,735-41.9% | $11,409-65.7% |