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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 | $184,765 | $157,304+17.5% | $141,197+30.9% | $152,909+20.8% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 22.82% | 64.34%-41.5pp | 71.41%-48.6pp | 345.46%-322.6pp |
| Employer contribution / active EE | $2,123 | $5,263-59.7% | $4,736-55.2% | $4,764-55.4% |
| Participant deferral / active EE | $3,600 | $7,111-49.4% | $6,710-46.4% | $5,851-38.5% |
| Admin fee / account holder | $4,799 | $12,126-60.4% | $10,265-53.2% | $11,601-58.6% |