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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 | $246,148 | $93,345+163.7% | $119,126+106.6% | $87,485+181.4% |
| Participation rate | 38.1% | 68.7%-30.6pp | 75.8%-37.7pp | 68.9%-30.8pp |
| Annual return | 12.71% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,820 | $3,172-42.6% | $4,034-54.9% | $2,596-29.9% |
| Participant deferral / active EE | $2,960 | $4,099-27.8% | $5,318-44.3% | $4,274-30.7% |
| Admin fee / account holder | $4,269 | $8,039-46.9% | $10,693-60.1% | $7,775-45.1% |