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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 | $200,155 | $111,535+79.5% | $105,223+90.2% | $137,256+45.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 11.99% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,081 | $5,500-25.8% | $5,072-19.5% | $6,407-36.3% |
| Admin fee / account holder | $30,781 | $9,721+216.6% | $8,859+247.5% | $12,270+150.9% |