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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 | $191,434 | $157,276+21.7% | $141,177+35.6% | $152,885+25.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.64% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $2,023 | $5,262-61.5% | $4,736-57.3% | $4,763-57.5% |
| Participant deferral / active EE | $5,036 | $7,110-29.2% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $360 | $12,123-97.0% | $10,263-96.5% | $11,598-96.9% |