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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 | $211,265 | $154,193+37.0% | $130,045+62.5% | $139,466+51.5% |
| Participation rate | 54.5% | 82.0%-27.4pp | 78.5%-24.0pp | 80.3%-25.8pp |
| Annual return | 11.93% | 32.51%-20.6pp | -137.30%+149.2pp | 373.66%-361.7pp |
| Employer contribution / active EE | $3,471 | $5,292-34.4% | $4,321-19.7% | $4,754-27.0% |
| Participant deferral / active EE | $4,033 | $6,709-39.9% | $5,820-30.7% | $6,712-39.9% |
| Admin fee / account holder | $1,792 | $13,989-87.2% | $10,600-83.1% | $11,409-84.3% |