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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 | $195,678 | $73,978+164.5% | $96,515+102.7% | $75,173+160.3% |
| Participation rate | 29.4% | 66.4%-37.0pp | 74.3%-44.9pp | 67.2%-37.8pp |
| Annual return | 16.83% | 26.72%-9.9pp | 35.73%-18.9pp | 160.72%-143.9pp |
| Employer contribution / active EE | $1,813 | $2,931-38.1% | $3,740-51.5% | $2,671-32.1% |
| Participant deferral / active EE | $2,047 | $3,660-44.1% | $4,880-58.1% | $4,126-50.4% |
| Admin fee / account holder | $14,695 | $5,219+181.6% | $6,735+118.2% | $5,651+160.1% |