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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 | $188,794 | $94,749+99.3% | $112,899+67.2% | $139,456+35.4% |
| Participation rate | 62.5% | 81.3%-18.8pp | 80.5%-18.0pp | 80.3%-17.8pp |
| Annual return | 12.31% | 40.92%-28.6pp | 34.11%-21.8pp | 373.45%-361.1pp |
| Employer contribution / active EE | $2,570 | $4,630-44.5% | $4,566-43.7% | $4,753-45.9% |
| Participant deferral / active EE | $4,672 | $6,517-28.3% | $6,516-28.3% | $6,711-30.4% |
| Admin fee / account holder | $2,250 | $8,530-73.6% | $7,047-68.1% | $11,407-80.3% |