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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 | $196,147 | $124,314+57.8% | $109,163+79.7% | $167,518+17.1% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 16.53% | 26.04%-9.5pp | 25.75%-9.2pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,599 | $4,209-62.0% | $3,723-57.1% | $4,838-67.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,766 | $7,973+110.3% | $6,754+148.2% | $12,312+36.2% |