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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 | $186,000 | $157,829+17.8% | $136,867+35.9% | $198,609-6.3% |
| Participation rate | 58.3% | 77.2%-18.8pp | 74.5%-16.2pp | 82.4%-24.0pp |
| Annual return | 14.26% | 51.25%-37.0pp | 42.97%-28.7pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,817 | $3,923-28.2% | $3,547-20.6% | $5,055-44.3% |
| Participant deferral / active EE | $3,727 | $5,463-31.8% | $4,924-24.3% | $6,977-46.6% |
| Admin fee / account holder | $19,360 | $11,107+74.3% | $10,340+87.2% | $19,030+1.7% |