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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 | $219,753 | $23,330+842.0% | $64,489+240.8% | $82,448+166.5% |
| Participation rate | 41.4% | 68.3%-26.9pp | 67.7%-26.3pp | 68.1%-26.7pp |
| Annual return | 16.25% | 83.66%-67.4pp | 55.03%-38.8pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,008 | $824+22.3% | $1,523-33.8% | $2,551-60.5% |
| Participant deferral / active EE | $4,970 | $1,707+191.1% | $2,778+78.9% | $4,139+20.1% |
| Admin fee / account holder | $33,820 | $2,946+1048.1% | $4,260+693.9% | $7,234+367.5% |