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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 | $191,673 | $118,877+61.2% | $96,570+98.5% | $167,536+14.4% |
| Participation rate | 16.7% | 75.5%-58.8pp | 69.8%-53.2pp | 82.1%-65.4pp |
| Annual return | 9.86% | 50.50%-40.6pp | 37.79%-27.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,222 | $3,121-60.8% | $2,357-48.1% | $4,839-74.7% |
| Participant deferral / active EE | $2,667 | $4,617-42.2% | $3,849-30.7% | $6,342-58.0% |
| Admin fee / account holder | $3,755 | $8,069-53.5% | $6,182-39.3% | $12,315-69.5% |