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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 | $222,324 | $62,672+254.7% | $185,117+20.1% | $70,126+217.0% |
| Participation rate | 60.0% | 63.8%-3.8pp | 77.3%-17.3pp | 69.5%-9.5pp |
| Annual return | 16.27% | 40.79%-24.5pp | 40.50%-24.2pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,885 | $3,272+79.9% | $5,045+16.7% | $3,332+76.6% |
| Admin fee / account holder | $23,597 | $3,932+500.2% | $8,159+189.2% | $4,645+408.0% |