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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 | $202,787 | $176,786+14.7% | $146,643+38.3% | $167,536+21.0% |
| Participation rate | 57.9% | 83.6%-25.7pp | 80.1%-22.2pp | 82.1%-24.2pp |
| Annual return | 14.43% | 24.04%-9.6pp | 22.75%-8.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $2,796 | $5,161-45.8% | $4,137-32.4% | $4,839-42.2% |
| Participant deferral / active EE | $3,029 | $6,440-53.0% | $5,506-45.0% | $6,342-52.2% |
| Admin fee / account holder | $3,742 | $13,262-71.8% | $10,280-63.6% | $12,315-69.6% |