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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 | $231,860 | $111,878+107.2% | $93,727+147.4% | $145,897+58.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.98% | 204.28%-187.3pp | 133.83%-116.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,554 | $3,092-49.8% | $2,421-35.8% | $4,663-66.7% |
| Participant deferral / active EE | $5,027 | $4,920+2.2% | $4,417+13.8% | $6,689-24.8% |
| Admin fee / account holder | $5,641 | $10,256-45.0% | $8,292-32.0% | $13,390-57.9% |