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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 | $207,370 | $114,013+81.9% | $103,693+100.0% | $155,188+33.6% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 18.19% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,264 | $3,131-59.6% | $2,920-56.7% | $4,248-70.3% |
| Participant deferral / active EE | $4,346 | $4,970-12.5% | $4,579-5.1% | $6,531-33.5% |
| Admin fee / account holder | $13,283 | $8,407+58.0% | $7,858+69.0% | $14,480-8.3% |