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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 | $208,953 | $118,869+75.8% | $96,575+116.4% | $167,518+24.7% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 21.18% | 50.49%-29.3pp | 37.79%-16.6pp | 478.71%-457.5pp |
| Employer contribution / active EE | $1,773 | $3,120-43.2% | $2,357-24.8% | $4,838-63.4% |
| Participant deferral / active EE | $4,889 | $4,616+5.9% | $3,849+27.0% | $6,342-22.9% |
| Admin fee / account holder | $1,443 | $8,067-82.1% | $6,182-76.7% | $12,312-88.3% |