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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 | $237,181 | $157,296+50.8% | $141,191+68.0% | $152,897+55.1% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 24.82% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $1,142 | $5,262-78.3% | $4,736-75.9% | $4,764-76.0% |
| Participant deferral / active EE | $5,072 | $7,111-28.7% | $6,710-24.4% | $5,851-13.3% |
| Admin fee / account holder | $1,507 | $12,125-87.6% | $10,264-85.3% | $11,599-87.0% |