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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 | $190,325 | $78,690+141.9% | $161,489+17.9% | $87,485+117.6% |
| Participation rate | 48.0% | 67.5%-19.5pp | 78.7%-30.7pp | 68.9%-20.9pp |
| Annual return | 18.51% | 32.74%-14.2pp | 89.72%-71.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,564 | $2,588-39.6% | $4,268-63.4% | $2,596-39.8% |
| Participant deferral / active EE | $4,697 | $3,311+41.9% | $5,630-16.6% | $4,274+9.9% |
| Admin fee / account holder | $29,403 | $6,724+337.3% | $16,006+83.7% | $7,775+278.2% |