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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 | $176,476 | $183,539-3.8% | $155,556+13.4% | $145,897+21.0% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 27.36% | 61.31%-33.9pp | 64.84%-37.5pp | 552.29%-524.9pp |
| Employer contribution / active EE | $2,196 | $5,315-58.7% | $4,675-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $4,289 | $6,467-33.7% | $5,631-23.8% | $6,689-35.9% |
| Admin fee / account holder | $7,780 | $19,275-59.6% | $15,885-51.0% | $13,390-41.9% |