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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 | $179,238 | $139,948+28.1% | $121,663+47.3% | $154,746+15.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 10.66% | 230.52%-219.9pp | 147.54%-136.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $1,679 | $3,521-52.3% | $3,020-44.4% | $4,379-61.7% |
| Participant deferral / active EE | $3,679 | $5,629-34.6% | $4,887-24.7% | $6,730-45.3% |
| Admin fee / account holder | $37,245 | $17,321+115.0% | $14,289+160.7% | $14,365+159.3% |