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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 | $97,125+157.1% | $86,233+189.5% | $137,256+81.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.36% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,440 | $5,180+62.9% | $4,559+85.1% | $6,407+31.7% |
| Admin fee / account holder | $73,839 | $9,725+659.3% | $8,342+785.1% | $12,270+501.8% |