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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 | $197,618 | $117,829+67.7% | $102,423+92.9% | $145,877+35.5% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.73% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,132 | $3,615-68.7% | $3,023-62.6% | $4,663-75.7% |
| Participant deferral / active EE | $4,528 | $5,732-21.0% | $5,054-10.4% | $6,691-32.3% |
| Admin fee / account holder | $68,797 | $13,335+415.9% | $9,455+627.7% | $13,402+413.3% |