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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 | $220,923 | $78,690+180.8% | $161,489+36.8% | $87,485+152.5% |
| Participation rate | 52.0% | 67.5%-15.5pp | 78.7%-26.7pp | 68.9%-16.9pp |
| Annual return | 15.54% | 32.74%-17.2pp | 89.72%-74.2pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,205 | $2,588-53.5% | $4,268-71.8% | $2,596-53.6% |
| Participant deferral / active EE | $3,223 | $3,311-2.7% | $5,630-42.8% | $4,274-24.6% |
| Admin fee / account holder | $2,710 | $6,724-59.7% | $16,006-83.1% | $7,775-65.1% |