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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 | $200,615 | $154,209+30.1% | $130,062+54.2% | $139,487+43.8% |
| Participation rate | 42.1% | 82.0%-39.9pp | 78.5%-36.4pp | 80.3%-38.2pp |
| Annual return | 12.15% | 32.52%-20.4pp | -137.37%+149.5pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,823 | $5,292-65.6% | $4,322-57.8% | $4,755-61.7% |
| Participant deferral / active EE | $5,092 | $6,709-24.1% | $5,821-12.5% | $6,713-24.1% |
| Admin fee / account holder | $38,638 | $13,988+176.2% | $10,601+264.5% | $11,407+238.7% |