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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 | $158,256 | $101,063+56.6% | $81,473+94.2% | $147,586+7.2% |
| Participation rate | 31.3% | 74.5%-43.2pp | 68.0%-36.7pp | 82.8%-51.6pp |
| Annual return | 15.29% | 32.41%-17.1pp | 38.78%-23.5pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,404 | $4,242-66.9% | $3,537-60.3% | $5,439-74.2% |
| Admin fee / account holder | $4,010 | $5,812-31.0% | $4,561-12.1% | $10,886-63.2% |