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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 | $200,263 | $89,259+124.4% | $107,187+86.8% | $82,637+142.3% |
| Participation rate | 29.9% | 67.9%-38.1pp | 75.0%-45.2pp | 68.1%-38.2pp |
| Annual return | 15.18% | 21.02%-5.8pp | 204.55%-189.4pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,566 | $3,080-49.1% | $3,782-58.6% | $2,552-38.6% |
| Participant deferral / active EE | $3,558 | $4,037-11.9% | $5,096-30.2% | $4,126-13.8% |
| Admin fee / account holder | $9,719 | $7,381+31.7% | $9,162+6.1% | $7,339+32.4% |