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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 | $202,462 | $157,304+28.7% | $141,197+43.4% | $152,909+32.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.68% | 64.34%-45.7pp | 71.41%-52.7pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,151 | $5,263-59.1% | $4,736-54.6% | $4,764-54.9% |
| Participant deferral / active EE | $4,425 | $7,111-37.8% | $6,710-34.1% | $5,851-24.4% |
| Admin fee / account holder | $1,806 | $12,126-85.1% | $10,265-82.4% | $11,601-84.4% |