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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 | $189,006 | $157,296+20.2% | $141,191+33.9% | $152,897+23.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.65% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,917 | $5,262-63.6% | $4,736-59.5% | $4,764-59.8% |
| Participant deferral / active EE | $3,566 | $7,111-49.9% | $6,710-46.9% | $5,851-39.1% |
| Admin fee / account holder | $32,298 | $12,125+166.4% | $10,264+214.7% | $11,599+178.4% |