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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 | $164,299 | $111,878+46.9% | $93,727+75.3% | $145,897+12.6% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.5pp |
| Annual return | 14.76% | 204.28%-189.5pp | 133.83%-119.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,964 | $4,920-39.8% | $4,417-32.9% | $6,689-55.7% |
| Admin fee / account holder | $4,808 | $10,256-53.1% | $8,292-42.0% | $13,390-64.1% |