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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 | $175,723 | $144,130+21.9% | $117,860+49.1% | $147,585+19.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 17.65% | 531.20%-513.5pp | 335.10%-317.4pp | 578.58%-560.9pp |
| Employer contribution / active EE | $1,516 | $4,897-69.1% | $3,786-60.0% | $4,876-68.9% |
| Participant deferral / active EE | $10,541 | $5,316+98.3% | $4,482+135.2% | $5,439+93.8% |
| Admin fee / account holder | $3,037 | $10,887-72.1% | $8,021-62.1% | $10,886-72.1% |