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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 | $241,444 | $106,918+125.8% | $84,021+187.4% | $152,897+57.9% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.5%-24.1pp |
| Annual return | 21.60% | 105.01%-83.4pp | 71.32%-49.7pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,385 | $2,735-49.4% | $1,984-30.2% | $4,764-70.9% |
| Participant deferral / active EE | $2,571 | $4,012-35.9% | $3,239-20.6% | $5,851-56.1% |
| Admin fee / account holder | $2,574 | $8,288-68.9% | $6,102-57.8% | $11,599-77.8% |