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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 | $215,177 | $95,664+124.9% | $76,902+179.8% | $139,487+54.3% |
| Participation rate | 56.3% | 74.0%-17.8pp | 69.6%-13.4pp | 80.3%-24.1pp |
| Annual return | 16.17% | 55.03%-38.9pp | 37.91%-21.7pp | 373.84%-357.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,271 | $4,626-7.7% | $3,833+11.4% | $6,713-36.4% |
| Admin fee / account holder | $3,687 | $8,311-55.6% | $5,479-32.7% | $11,407-67.7% |