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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 | $186,017 | $114,013+63.2% | $103,693+79.4% | $155,188+19.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 16.35% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,375 | $3,131-56.1% | $2,920-52.9% | $4,248-67.6% |
| Participant deferral / active EE | $17,188 | $4,970+245.8% | $4,579+275.3% | $6,531+163.2% |
| Admin fee / account holder | $44,290 | $8,407+426.8% | $7,858+463.6% | $14,480+205.9% |