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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 | $200,708 | $102,828+95.2% | $105,387+90.4% | $152,909+31.3% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.6%-43.7pp | 82.5%-43.6pp |
| Annual return | 23.11% | 20.85%+2.3pp | 26.82%-3.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,727 | $4,473-61.4% | $4,213-59.0% | $4,764-63.8% |
| Participant deferral / active EE | $3,952 | $5,465-27.7% | $5,502-28.2% | $5,851-32.5% |
| Admin fee / account holder | $19,500 | $8,683+124.6% | $6,559+197.3% | $11,601+68.1% |