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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 | $188,444 | $116,203+62.2% | $93,621+101.3% | $152,897+23.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.8%-35.8pp | 82.5%-42.5pp |
| Annual return | 30.90% | 35.96%-5.1pp | 32.76%-1.9pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,546 | $3,219-52.0% | $2,719-43.1% | $4,764-67.6% |
| Participant deferral / active EE | $3,325 | $4,605-27.8% | $4,070-18.3% | $5,851-43.2% |
| Admin fee / account holder | $988 | $10,751-90.8% | $7,890-87.5% | $11,599-91.5% |