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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 | $192,937 | $108,882+77.2% | $96,754+99.4% | $154,746+24.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 16.04% | 98.39%-82.4pp | 82.04%-66.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,988 | $5,323+12.5% | $4,758+25.9% | $6,730-11.0% |
| Admin fee / account holder | $12,014 | $10,200+17.8% | $8,905+34.9% | $14,365-16.4% |