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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 | $223,902 | $232,540-3.7% | $185,117+21.0% | $147,586+51.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 23.52% | 43.03%-19.5pp | 40.50%-17.0pp | 578.59%-555.1pp |
| Employer contribution / active EE | $2,409 | $5,195-53.6% | $4,182-42.4% | $4,876-50.6% |
| Participant deferral / active EE | $17,168 | $5,834+194.3% | $5,045+240.3% | $5,439+215.7% |
| Admin fee / account holder | $485 | $10,275-95.3% | $8,159-94.1% | $10,886-95.5% |