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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 | $220,576 | $118,708+85.8% | $98,920+123.0% | $158,966+38.8% |
| Participation rate | 58.8% | 77.8%-19.0pp | 76.0%-17.2pp | 82.0%-23.1pp |
| Annual return | 26.72% | 372.49%-345.8pp | 196.47%-169.8pp | 302.95%-276.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,553 | $5,089-30.2% | $4,245-16.3% | $5,983-40.6% |
| Admin fee / account holder | $2,537 | $10,134-75.0% | $6,643-61.8% | $11,250-77.5% |