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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 | $205,044 | $157,304+30.3% | $141,197+45.2% | $152,909+34.1% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 28.54% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $1,015 | $5,263-80.7% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $4,061 | $7,111-42.9% | $6,710-39.5% | $5,851-30.6% |
| Admin fee / account holder | $1,547 | $12,126-87.2% | $10,265-84.9% | $11,601-86.7% |