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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 | $144,773 | $98,240+47.4% | $82,312+75.9% | $147,586-1.9% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 15.91% | 30.85%-14.9pp | 25.88%-10.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,815 | $4,383-58.6% | $3,706-51.0% | $5,439-66.6% |
| Admin fee / account holder | $22,536 | $8,563+163.2% | $5,608+301.9% | $10,886+107.0% |