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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 | $200,354 | $118,877+68.5% | $96,570+107.5% | $167,536+19.6% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 15.03% | 50.50%-35.5pp | 37.79%-22.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,204 | $3,121-61.4% | $2,357-48.9% | $4,839-75.1% |
| Participant deferral / active EE | $3,078 | $4,617-33.3% | $3,849-20.0% | $6,342-51.5% |
| Admin fee / account holder | $2,777 | $8,069-65.6% | $6,182-55.1% | $12,315-77.5% |