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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 | $202,203 | $61,125+230.8% | $94,057+115.0% | $87,485+131.1% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 13.93% | 35.20%-21.3pp | 480.62%-466.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,464 | $2,136-31.5% | $2,933-50.1% | $2,596-43.6% |
| Participant deferral / active EE | $3,051 | $3,260-6.4% | $4,709-35.2% | $4,274-28.6% |
| Admin fee / account holder | $4,196 | $5,629-25.4% | $7,244-42.1% | $7,775-46.0% |