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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 | $248,183 | $65,434+279.3% | $98,483+152.0% | $85,847+189.1% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.3%-24.9pp |
| Annual return | 13.74% | 21.75%-8.0pp | 1494.38%-1480.6pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,426 | $2,169-34.3% | $2,961-51.8% | $2,565-44.4% |
| Participant deferral / active EE | $3,732 | $3,168+17.8% | $4,276-12.7% | $3,952-5.6% |
| Admin fee / account holder | $3,531 | $4,595-23.2% | $5,953-40.7% | $6,261-43.6% |