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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 | $247,870 | $176,786+40.2% | $146,643+69.0% | $167,536+48.0% |
| Participation rate | 16.7% | 83.6%-67.0pp | 80.1%-63.4pp | 82.1%-65.4pp |
| Annual return | 9.41% | 24.04%-14.6pp | 22.75%-13.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,310 | $5,161-74.6% | $4,137-68.3% | $4,839-72.9% |
| Participant deferral / active EE | $4,333 | $6,440-32.7% | $5,506-21.3% | $6,342-31.7% |
| Admin fee / account holder | $37,387 | $13,262+181.9% | $10,280+263.7% | $12,315+203.6% |