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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 | $102,938+120.7% | $94,105+141.4% | $138,895+63.6% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 10.65% | 250.28%-239.6pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,229 | $2,732-55.0% | $2,504-50.9% | $4,194-70.7% |
| Participant deferral / active EE | $1,504 | $4,196-64.2% | $3,881-61.2% | $6,396-76.5% |
| Admin fee / account holder | $40,460 | $6,600+513.0% | $6,199+552.7% | $12,562+222.1% |