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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 | $193,024 | $117,846+63.8% | $102,434+88.4% | $145,884+32.3% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 17.39% | 31.90%-14.5pp | 29.46%-12.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,217 | $5,733+43.3% | $5,055+62.6% | $6,690+22.8% |
| Admin fee / account holder | $4,379 | $13,356-67.2% | $9,462-53.7% | $13,392-67.3% |