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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 | $215,306 | $99,652+116.1% | $78,778+173.3% | $147,586+45.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 21.04% | 47.28%-26.2pp | 35.62%-14.6pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,139 | $2,796-59.3% | $1,986-42.6% | $4,876-76.6% |
| Participant deferral / active EE | $3,396 | $3,664-7.3% | $2,958+14.8% | $5,439-37.6% |
| Admin fee / account holder | $2,847 | $7,155-60.2% | $5,134-44.6% | $10,886-73.8% |