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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 | $223,950 | $91,037+146.0% | $71,671+212.5% | $147,586+51.7% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 15.45% | 20.48%-5.0pp | 20.65%-5.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,337 | $3,327-59.8% | $2,460-45.7% | $4,876-72.6% |
| Participant deferral / active EE | $5,443 | $4,498+21.0% | $3,438+58.3% | $5,439+0.1% |
| Admin fee / account holder | $4,352 | $8,613-49.5% | $5,558-21.7% | $10,886-60.0% |