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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 | $239,776 | $101,063+137.3% | $81,473+194.3% | $147,586+62.5% |
| Participation rate | 56.3% | 74.5%-18.2pp | 68.0%-11.7pp | 82.8%-26.6pp |
| Annual return | 19.38% | 32.41%-13.0pp | 38.78%-19.4pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,279 | $3,206-60.1% | $2,568-50.2% | $4,876-73.8% |
| Participant deferral / active EE | $2,032 | $4,242-52.1% | $3,537-42.6% | $5,439-62.6% |
| Admin fee / account holder | $3,999 | $5,812-31.2% | $4,561-12.3% | $10,886-63.3% |