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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 | $167,854 | $152,619+10.0% | $125,195+34.1% | $152,909+9.8% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 14.95% | 54.85%-39.9pp | 43.79%-28.8pp | 345.46%-330.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,289 | $5,869-26.9% | $4,937-13.1% | $5,851-26.7% |
| Admin fee / account holder | $1,728 | $13,437-87.1% | $9,704-82.2% | $11,601-85.1% |