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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 | $224,822 | $106,267+111.6% | $96,520+132.9% | $139,456+61.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.63% | 38.45%-18.8pp | 35.72%-16.1pp | 373.45%-353.8pp |
| Employer contribution / active EE | $1,028 | $4,105-74.9% | $3,739-72.5% | $4,753-78.4% |
| Participant deferral / active EE | $3,120 | $5,454-42.8% | $4,879-36.0% | $6,711-53.5% |
| Admin fee / account holder | $8,916 | $7,882+13.1% | $6,733+32.4% | $11,407-21.8% |