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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 | $199,101 | $90,691+119.5% | $76,119+161.6% | $145,884+36.5% |
| Participation rate | 35.0% | 74.5%-39.5pp | 69.1%-34.1pp | 80.3%-45.3pp |
| Annual return | 17.79% | 624.52%-606.7pp | 361.25%-343.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,142 | $3,329-65.7% | $2,693-57.6% | $4,662-75.5% |
| Participant deferral / active EE | $1,976 | $5,167-61.8% | $4,259-53.6% | $6,690-70.5% |
| Admin fee / account holder | $817 | $8,383-90.3% | $6,421-87.3% | $13,392-93.9% |