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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 | $190,335 | $115,780+64.4% | $101,255+88.0% | $158,931+19.8% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 18.36% | 56.14%-37.8pp | 46.48%-28.1pp | 302.86%-284.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,043 | $4,958-18.5% | $4,370-7.5% | $5,982-32.4% |
| Admin fee / account holder | $755 | $7,246-89.6% | $5,946-87.3% | $11,247-93.3% |