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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 | $201,156 | $114,119+76.3% | $107,187+87.7% | $138,895+44.8% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.7pp | 79.9%-52.6pp |
| Annual return | 16.89% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,203 | $4,059-70.4% | $3,782-68.2% | $4,194-71.3% |
| Participant deferral / active EE | $3,832 | $5,538-30.8% | $5,096-24.8% | $6,396-40.1% |
| Admin fee / account holder | $51,042 | $10,024+409.2% | $9,162+457.1% | $12,562+306.3% |