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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 | $139,770 | $51,638+170.7% | $68,368+104.4% | $82,448+69.5% |
| Participation rate | 34.9% | 63.6%-28.7pp | 73.8%-38.8pp | 68.1%-33.1pp |
| Annual return | 13.53% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,196 | $2,047-41.6% | $2,649-54.9% | $2,551-53.1% |
| Participant deferral / active EE | $3,435 | $2,914+17.9% | $4,123-16.7% | $4,139-17.0% |
| Admin fee / account holder | $14,688 | $4,643+216.3% | $5,150+185.2% | $7,234+103.0% |