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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 | $249,053 | $91,179+173.1% | $178,499+39.5% | $79,852+211.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 16.30% | 24.19%-7.9pp | 151.10%-134.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,435 | $3,256-55.9% | $5,011-71.4% | $2,471-41.9% |
| Participant deferral / active EE | $4,724 | $3,236+46.0% | $5,202-9.2% | $3,740+26.3% |
| Admin fee / account holder | $16,922 | $6,749+150.7% | $13,986+21.0% | $5,306+218.9% |