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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 | $181,751 | $157,296+15.5% | $141,191+28.7% | $152,897+18.9% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 25.99% | 64.34%-38.4pp | 71.41%-45.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,088 | $5,262-60.3% | $4,736-55.9% | $4,764-56.2% |
| Participant deferral / active EE | $2,774 | $7,111-61.0% | $6,710-58.7% | $5,851-52.6% |
| Admin fee / account holder | $2,365 | $12,125-80.5% | $10,264-77.0% | $11,599-79.6% |