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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 | $156,712 | $115,814+35.3% | $101,275+54.7% | $158,982-1.4% |
| Participation rate | 15.0% | 79.4%-64.4pp | 75.8%-60.8pp | 82.0%-67.0pp |
| Annual return | 20.19% | 56.16%-36.0pp | 46.48%-26.3pp | 302.99%-282.8pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,569 | $4,958-48.2% | $4,371-41.2% | $5,983-57.1% |
| Admin fee / account holder | $464 | $7,249-93.6% | $5,948-92.2% | $11,252-95.9% |