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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 | $206,985 | $152,612+35.6% | $125,192+65.3% | $152,897+35.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 22.62% | 54.85%-32.2pp | 43.79%-21.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,697 | $4,947-65.7% | $3,866-56.1% | $4,764-64.4% |
| Participant deferral / active EE | $2,172 | $5,868-63.0% | $4,937-56.0% | $5,851-62.9% |
| Admin fee / account holder | $939 | $13,437-93.0% | $9,704-90.3% | $11,599-91.9% |