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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 | $193,916 | $58,258+232.9% | $81,820+137.0% | $80,925+139.6% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 18.39% | 41.76%-23.4pp | 777.93%-759.5pp | 35.65%-17.3pp |
| Employer contribution / active EE | $1,418 | $2,345-39.6% | $2,915-51.4% | $2,756-48.6% |
| Participant deferral / active EE | $4,706 | $3,284+43.3% | $4,323+8.9% | $4,299+9.5% |
| Admin fee / account holder | $5,385 | $4,976+8.2% | $7,391-27.1% | $6,940-22.4% |