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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 | $202,699 | $152,592+32.8% | $125,180+61.9% | $152,885+32.6% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.5%-27.9pp |
| Annual return | 23.49% | 54.84%-31.4pp | 43.79%-20.3pp | 345.39%-321.9pp |
| Employer contribution / active EE | $1,272 | $4,947-74.3% | $3,866-67.1% | $4,763-73.3% |
| Participant deferral / active EE | $3,459 | $5,868-41.1% | $4,937-29.9% | $5,851-40.9% |
| Admin fee / account holder | $432 | $13,435-96.8% | $9,703-95.6% | $11,598-96.3% |