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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 | $249,681 | $108,882+129.3% | $96,754+158.1% | $154,746+61.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 11.36% | 98.39%-87.0pp | 82.04%-70.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,440 | $5,323+58.6% | $4,758+77.4% | $6,730+25.4% |
| Admin fee / account holder | $73,839 | $10,200+623.9% | $8,905+729.2% | $14,365+414.0% |