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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 | $220,214 | $91,179+141.5% | $178,499+23.4% | $79,852+175.8% |
| Participation rate | 48.7% | 69.2%-20.5pp | 81.9%-33.2pp | 69.6%-20.9pp |
| Annual return | 12.83% | 24.19%-11.4pp | 151.10%-138.3pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,007 | $3,256-69.1% | $5,011-79.9% | $2,471-59.3% |
| Participant deferral / active EE | $4,541 | $3,236+40.3% | $5,202-12.7% | $3,740+21.4% |
| Admin fee / account holder | $2,135 | $6,749-68.4% | $13,986-84.7% | $5,306-59.8% |