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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 | $188,220 | $111,878+68.2% | $93,727+100.8% | $145,897+29.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.86% | 204.28%-191.4pp | 133.83%-121.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $910 | $3,092-70.6% | $2,421-62.4% | $4,663-80.5% |
| Participant deferral / active EE | $1,470 | $4,920-70.1% | $4,417-66.7% | $6,689-78.0% |
| Admin fee / account holder | $3,545 | $10,256-65.4% | $8,292-57.2% | $13,390-73.5% |