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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 | $165,989 | $77,638+113.8% | $156,551+6.0% | $62,881+164.0% |
| Participation rate | 41.9% | 71.2%-29.3pp | 84.0%-42.2pp | 69.3%-27.4pp |
| Annual return | 8.79% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,699 | $3,046+120.0% | $4,871+37.5% | $3,203+109.1% |
| Admin fee / account holder | $9,908 | $5,561+78.2% | $13,028-24.0% | $4,296+130.6% |