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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 | $188,650 | $118,708+58.9% | $98,920+90.7% | $158,982+18.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 76.0%-56.0pp | 82.0%-62.0pp |
| Annual return | 19.26% | 372.49%-353.2pp | 196.47%-177.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,115 | $3,334-66.5% | $2,689-58.5% | $4,763-76.6% |
| Participant deferral / active EE | $3,900 | $5,089-23.4% | $4,245-8.1% | $5,983-34.8% |
| Admin fee / account holder | $661 | $10,134-93.5% | $6,643-90.0% | $11,252-94.1% |