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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 | $207,069 | $157,304+31.6% | $141,197+46.7% | $152,909+35.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 15.19% | 64.34%-49.2pp | 71.41%-56.2pp | 345.46%-330.3pp |
| Employer contribution / active EE | $1,165 | $5,263-77.9% | $4,736-75.4% | $4,764-75.5% |
| Participant deferral / active EE | $3,472 | $7,111-51.2% | $6,710-48.3% | $5,851-40.7% |
| Admin fee / account holder | $25,350 | $12,126+109.1% | $10,265+147.0% | $11,601+118.5% |