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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 | $97,125+98.6% | $86,233+123.7% | $137,256+40.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 16.04% | 74.19%-58.1pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,988 | $5,180+15.6% | $4,559+31.3% | $6,407-6.5% |
| Admin fee / account holder | $12,014 | $9,725+23.5% | $8,342+44.0% | $12,270-2.1% |