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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 | $229,669 | $106,918+114.8% | $84,021+173.3% | $152,897+50.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 18.07% | 105.01%-86.9pp | 71.32%-53.2pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,873 | $2,735-31.5% | $1,984-5.6% | $4,764-60.7% |
| Participant deferral / active EE | $2,615 | $4,012-34.8% | $3,239-19.3% | $5,851-55.3% |
| Admin fee / account holder | $480 | $8,288-94.2% | $6,102-92.1% | $11,599-95.9% |