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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 | $229,046 | $148,629+54.1% | $135,982+68.4% | $139,487+64.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 31.95% | 79.33%-47.4pp | 68.32%-36.4pp | 373.84%-341.9pp |
| Employer contribution / active EE | $1,549 | $5,247-70.5% | $4,859-68.1% | $4,755-67.4% |
| Participant deferral / active EE | $4,643 | $8,102-42.7% | $7,760-40.2% | $6,713-30.8% |
| Admin fee / account holder | $1,913 | $12,406-84.6% | $10,767-82.2% | $11,407-83.2% |