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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 | $170,574 | $99,079+72.2% | $78,002+118.7% | $273,972-37.7% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.5%-6.0pp | 83.0%-13.5pp |
| Annual return | 18.46% | 217.93%-199.5pp | 425.99%-407.5pp | 41.46%-23.0pp |
| Employer contribution / active EE | $1,143 | $3,308-65.4% | $2,470-53.7% | $4,869-76.5% |
| Participant deferral / active EE | $3,397 | $4,306-21.1% | $3,497-2.8% | $5,287-35.7% |
| Admin fee / account holder | $21,984 | $8,954+145.5% | $5,481+301.1% | $10,133+117.0% |