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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 | $212,023 | $103,038+105.8% | $90,324+134.7% | $152,909+38.7% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 21.71% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $689 | $3,141-78.1% | $2,856-75.9% | $4,764-85.5% |
| Participant deferral / active EE | $3,714 | $4,282-13.3% | $3,885-4.4% | $5,851-36.5% |
| Admin fee / account holder | $3,300 | $6,177-46.6% | $5,356-38.4% | $11,601-71.6% |