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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 | $229,532 | $157,296+45.9% | $141,191+62.6% | $152,897+50.1% |
| Participation rate | 52.9% | 84.8%-31.9pp | 82.5%-29.5pp | 82.5%-29.5pp |
| Annual return | 28.56% | 64.34%-35.8pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $2,162 | $5,262-58.9% | $4,736-54.3% | $4,764-54.6% |
| Participant deferral / active EE | $8,857 | $7,111+24.6% | $6,710+32.0% | $5,851+51.4% |
| Admin fee / account holder | $2,519 | $12,125-79.2% | $10,264-75.5% | $11,599-78.3% |