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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 | $223,260 | $118,877+87.8% | $96,570+131.2% | $167,536+33.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 13.83% | 50.50%-36.7pp | 37.79%-24.0pp | 478.82%-465.0pp |
| Employer contribution / active EE | $2,233 | $3,121-28.5% | $2,357-5.3% | $4,839-53.9% |
| Participant deferral / active EE | $10,279 | $4,617+122.6% | $3,849+167.0% | $6,342+62.1% |
| Admin fee / account holder | $738 | $8,069-90.9% | $6,182-88.1% | $12,315-94.0% |