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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 | $244,887 | $129,959+88.4% | $104,301+134.8% | $134,532+82.0% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 0.49% | 42.04%-41.5pp | 24.61%-24.1pp | 418.27%-417.8pp |
| Employer contribution / active EE | $1,813 | $4,185-56.7% | $3,373-46.2% | $4,741-61.8% |
| Participant deferral / active EE | $12,982 | $5,589+132.3% | $4,626+180.6% | $6,401+102.8% |
| Admin fee / account holder | $741 | $9,325-92.1% | $7,340-89.9% | $11,429-93.5% |