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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 | $193,127 | $72,071+168.0% | $68,368+182.5% | $137,256+40.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.95% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,438 | $2,788-12.6% | $2,649-8.0% | $4,156-41.3% |
| Participant deferral / active EE | $3,281 | $4,410-25.6% | $4,123-20.4% | $6,407-48.8% |
| Admin fee / account holder | $1,381 | $5,336-74.1% | $5,150-73.2% | $12,270-88.7% |