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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 | $212,554 | $125,193+69.8% | $105,591+101.3% | $145,978+45.6% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 14.01% | 225.53%-211.5pp | 116.43%-102.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $1,600 | $3,718-57.0% | $3,166-49.5% | $4,662-65.7% |
| Participant deferral / active EE | $4,074 | $5,708-28.6% | $5,008-18.7% | $6,690-39.1% |
| Admin fee / account holder | $29,071 | $17,277+68.3% | $11,024+163.7% | $13,400+116.9% |