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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 | $227,186 | $101,618+123.6% | $93,063+144.1% | $137,256+65.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 10.65% | 223.95%-213.3pp | 34.15%-23.5pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,229 | $2,707-54.6% | $2,476-50.4% | $4,156-70.4% |
| Participant deferral / active EE | $1,504 | $4,279-64.9% | $3,958-62.0% | $6,407-76.5% |
| Admin fee / account holder | $40,460 | $6,198+552.7% | $6,033+570.6% | $12,270+229.7% |