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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 | $161,493 | $105,200+53.5% | $159,474+1.3% | $85,847+88.1% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.8%-39.1pp | 69.3%-25.6pp |
| Annual return | 17.62% | 45.08%-27.5pp | 263.68%-246.1pp | 318.61%-301.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,507 | $5,946-41.0% | $7,353-52.3% | $3,952-11.3% |
| Admin fee / account holder | $4,104 | $6,934-40.8% | $10,802-62.0% | $6,261-34.4% |