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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 | $208,112 | $91,037+128.6% | $71,671+190.4% | $147,586+41.0% |
| Participation rate | 38.5% | 76.1%-37.7pp | 68.7%-30.3pp | 82.8%-44.4pp |
| Annual return | 18.94% | 20.48%-1.5pp | 20.65%-1.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,509 | $4,498-44.2% | $3,438-27.0% | $5,439-53.9% |
| Admin fee / account holder | $630 | $8,613-92.7% | $5,558-88.7% | $10,886-94.2% |