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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 | $248,476 | $98,240+152.9% | $82,312+201.9% | $147,586+68.4% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 17.00% | 30.85%-13.9pp | 25.88%-8.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,214 | $3,192-62.0% | $2,428-50.0% | $4,876-75.1% |
| Participant deferral / active EE | $5,632 | $4,383+28.5% | $3,706+52.0% | $5,439+3.5% |
| Admin fee / account holder | $48,052 | $8,563+461.2% | $5,608+756.9% | $10,886+341.4% |