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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 | $226,290 | $157,276+43.9% | $141,177+60.3% | $152,885+48.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.93% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,149 | $5,262-59.2% | $4,736-54.6% | $4,763-54.9% |
| Participant deferral / active EE | $6,078 | $7,110-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $897 | $12,123-92.6% | $10,263-91.3% | $11,598-92.3% |