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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 | $213,450 | $118,877+79.6% | $96,570+121.0% | $167,536+27.4% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 14.63% | 50.50%-35.9pp | 37.79%-23.2pp | 478.82%-464.2pp |
| Employer contribution / active EE | $502 | $3,121-83.9% | $2,357-78.7% | $4,839-89.6% |
| Participant deferral / active EE | $4,426 | $4,617-4.1% | $3,849+15.0% | $6,342-30.2% |
| Admin fee / account holder | $3,949 | $8,069-51.1% | $6,182-36.1% | $12,315-67.9% |