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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 | $225,771 | $102,638+120.0% | $81,991+175.4% | $158,966+42.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 15.66% | 61.05%-45.4pp | 41.31%-25.7pp | 302.95%-287.3pp |
| Employer contribution / active EE | $1,202 | $3,241-62.9% | $2,498-51.9% | $4,762-74.8% |
| Participant deferral / active EE | $2,298 | $4,649-50.6% | $3,722-38.3% | $5,983-61.6% |
| Admin fee / account holder | $4,980 | $8,237-39.5% | $5,665-12.1% | $11,250-55.7% |