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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 | $195,795 | $102,422+91.2% | $147,117+33.1% | $80,959+141.8% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.7%-19.4pp |
| Annual return | 29.00% | 135.16%-106.2pp | 420.54%-391.5pp | 35.67%-6.7pp |
| Employer contribution / active EE | $1,902 | $3,717-48.8% | $4,932-61.4% | $2,757-31.0% |
| Participant deferral / active EE | $3,843 | $6,652-42.2% | $8,065-52.4% | $4,300-10.6% |
| Admin fee / account holder | $1,879 | $7,953-76.4% | $12,993-85.5% | $6,925-72.9% |