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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 | $202,174 | $65,575+208.3% | $86,209+134.5% | $75,181+168.9% |
| Participation rate | 30.0% | 60.5%-30.5pp | 69.0%-39.0pp | 67.2%-37.2pp |
| Annual return | 18.61% | 46.07%-27.5pp | 1169.05%-1150.4pp | 160.69%-142.1pp |
| Employer contribution / active EE | $924 | $1,553-40.5% | $2,381-61.2% | $2,671-65.4% |
| Participant deferral / active EE | $2,374 | $3,023-21.5% | $3,986-40.4% | $4,126-42.5% |
| Admin fee / account holder | $2,951 | $5,470-46.1% | $6,853-56.9% | $5,650-47.8% |