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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 | $246,458 | $113,338+117.5% | $94,993+159.4% | $147,585+67.0% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 13.63% | 20.80%-7.2pp | 27.14%-13.5pp | 578.58%-565.0pp |
| Employer contribution / active EE | $1,490 | $3,160-52.9% | $2,603-42.8% | $4,876-69.4% |
| Participant deferral / active EE | $7,161 | $3,777+89.6% | $3,317+115.9% | $5,439+31.7% |
| Admin fee / account holder | $36,896 | $6,063+508.6% | $4,960+643.8% | $10,886+238.9% |