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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 | $199,307 | $154,209+29.2% | $130,062+53.2% | $139,487+42.9% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.2pp |
| Annual return | 19.47% | 32.52%-13.0pp | -137.37%+156.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,561 | $5,292-70.5% | $4,322-63.9% | $4,755-67.2% |
| Participant deferral / active EE | $5,237 | $6,709-21.9% | $5,821-10.0% | $6,713-22.0% |
| Admin fee / account holder | $1,109 | $13,988-92.1% | $10,601-89.5% | $11,407-90.3% |