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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 | $193,058 | $115,810+66.7% | $101,271+90.6% | $158,966+21.4% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 25.29% | 56.15%-30.9pp | 46.48%-21.2pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,170 | $4,175-72.0% | $3,660-68.0% | $4,762-75.4% |
| Participant deferral / active EE | $3,250 | $4,958-34.5% | $4,371-25.6% | $5,983-45.7% |
| Admin fee / account holder | $7,256 | $7,248+0.1% | $5,948+22.0% | $11,250-35.5% |