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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 | $170,037 | $124,336+36.8% | $111,303+52.8% | $167,518+1.5% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 23.05% | 37.45%-14.4pp | 54.66%-31.6pp | 478.71%-455.7pp |
| Employer contribution / active EE | $3,600 | $3,436+4.8% | $2,731+31.8% | $4,838-25.6% |
| Participant deferral / active EE | $9,000 | $5,181+73.7% | $4,487+100.6% | $6,342+41.9% |
| Admin fee / account holder | $657 | $10,623-93.8% | $7,966-91.8% | $12,312-94.7% |