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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 | $209,824 | $103,008+103.7% | $90,304+132.4% | $152,897+37.2% |
| Participation rate | 45.0% | 75.9%-30.9pp | 73.3%-28.3pp | 82.5%-37.5pp |
| Annual return | 22.98% | 95.22%-72.2pp | 78.13%-55.2pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,913 | $3,139-39.1% | $2,855-33.0% | $4,764-59.8% |
| Participant deferral / active EE | $4,275 | $4,281-0.2% | $3,885+10.0% | $5,851-26.9% |
| Admin fee / account holder | $22,013 | $6,175+256.5% | $5,354+311.2% | $11,599+89.8% |