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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 | $200,582 | $148,629+35.0% | $135,982+47.5% | $139,487+43.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.07% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $1,865 | $5,247-64.5% | $4,859-61.6% | $4,755-60.8% |
| Participant deferral / active EE | $5,999 | $8,102-26.0% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $625 | $12,406-95.0% | $10,767-94.2% | $11,407-94.5% |