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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 | $230,870 | $176,786+30.6% | $146,643+57.4% | $167,536+37.8% |
| Participation rate | 42.1% | 83.6%-41.5pp | 80.1%-38.0pp | 82.1%-40.0pp |
| Annual return | 11.54% | 24.04%-12.5pp | 22.75%-11.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,250 | $6,440-65.1% | $5,506-59.1% | $6,342-64.5% |
| Admin fee / account holder | $13,377 | $13,262+0.9% | $10,280+30.1% | $12,315+8.6% |