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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 | $227,157 | $115,814+96.1% | $101,275+124.3% | $158,982+42.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 8.12% | 56.16%-48.0pp | 46.48%-38.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $1,154 | $4,176-72.4% | $3,660-68.5% | $4,763-75.8% |
| Participant deferral / active EE | $3,642 | $4,958-26.5% | $4,371-16.7% | $5,983-39.1% |
| Admin fee / account holder | $1,451 | $7,249-80.0% | $5,948-75.6% | $11,252-87.1% |