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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 | $200,522 | $108,882+84.2% | $96,754+107.2% | $154,746+29.6% |
| Participation rate | 35.7% | 75.1%-39.4pp | 70.3%-34.6pp | 80.7%-45.0pp |
| Annual return | 14.08% | 98.39%-84.3pp | 82.04%-68.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,244 | $3,018-25.6% | $2,679-16.2% | $4,379-48.8% |
| Participant deferral / active EE | $3,435 | $5,323-35.5% | $4,758-27.8% | $6,730-49.0% |
| Admin fee / account holder | $33,343 | $10,200+226.9% | $8,905+274.4% | $14,365+132.1% |