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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 | $237,020 | $154,193+53.7% | $130,045+82.3% | $139,466+69.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 22.20% | 32.51%-10.3pp | -137.30%+159.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,979 | $5,292-43.7% | $4,321-31.1% | $4,754-37.3% |
| Participant deferral / active EE | $5,625 | $6,709-16.2% | $5,820-3.3% | $6,712-16.2% |
| Admin fee / account holder | $1,618 | $13,989-88.4% | $10,600-84.7% | $11,409-85.8% |