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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 | $231,275 | $51,638+347.9% | $129,406+78.7% | $80,959+185.7% |
| Participation rate | 30.8% | 56.9%-26.2pp | 69.6%-38.9pp | 67.7%-36.9pp |
| Annual return | 12.87% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,095 | $1,584-30.9% | $4,155-73.6% | $2,757-60.3% |
| Participant deferral / active EE | $4,176 | $2,670+56.4% | $4,167+0.2% | $4,300-2.9% |
| Admin fee / account holder | $54,737 | $4,313+1169.1% | $7,689+611.9% | $6,925+690.4% |