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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 | $209,598 | $99,995+109.6% | $85,063+146.4% | $145,978+43.6% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 16.23% | 83.99%-67.8pp | 66.54%-50.3pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,622 | $3,231-49.8% | $2,727-40.5% | $4,662-65.2% |
| Participant deferral / active EE | $8,971 | $5,295+69.4% | $4,523+98.4% | $6,690+34.1% |
| Admin fee / account holder | $2,119 | $7,255-70.8% | $6,155-65.6% | $13,400-84.2% |