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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 | $194,675 | $51,642+277.0% | $129,384+50.5% | $80,935+140.5% |
| Participation rate | 47.4% | 56.9%-9.5pp | 69.6%-22.3pp | 67.7%-20.3pp |
| Annual return | 11.40% | 20.78%-9.4pp | 9461.77%-9450.4pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,231 | $1,583-22.2% | $4,153-70.4% | $2,757-55.3% |
| Participant deferral / active EE | $4,536 | $2,670+69.9% | $4,166+8.9% | $4,299+5.5% |
| Admin fee / account holder | $4,100 | $4,312-4.9% | $7,686-46.7% | $6,924-40.8% |