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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 | $183,727 | $157,296+16.8% | $141,191+30.1% | $152,897+20.2% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 21.81% | 64.34%-42.5pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,637 | $5,262-68.9% | $4,736-65.4% | $4,764-65.6% |
| Participant deferral / active EE | $3,446 | $7,111-51.5% | $6,710-48.6% | $5,851-41.1% |
| Admin fee / account holder | $1,823 | $12,125-85.0% | $10,264-82.2% | $11,599-84.3% |