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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 | $172,737 | $116,203+48.7% | $93,621+84.5% | $152,897+13.0% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.8%-17.5pp | 82.5%-24.1pp |
| Annual return | 19.62% | 35.96%-16.3pp | 32.76%-13.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,209 | $4,605-8.6% | $4,070+3.4% | $5,851-28.1% |
| Admin fee / account holder | $5,711 | $10,751-46.9% | $7,890-27.6% | $11,599-50.8% |