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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 | $217,811 | $165,399+31.7% | $149,745+45.5% | $158,982+37.0% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 19.92% | 348.34%-328.4pp | 276.72%-256.8pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,031 | $5,105-79.8% | $4,646-77.8% | $4,763-78.4% |
| Participant deferral / active EE | $3,977 | $7,183-44.6% | $6,843-41.9% | $5,983-33.5% |
| Admin fee / account holder | $50,137 | $10,811+363.7% | $9,312+438.4% | $11,252+345.6% |