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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 | $151,603 | $91,559+65.6% | $133,971+13.2% | $79,852+89.9% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | 11.75% | 61.85%-50.1pp | 45.09%-33.3pp | 31.72%-20.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,214 | $3,734-40.7% | $5,047-56.1% | $3,740-40.8% |
| Admin fee / account holder | $16,585 | $6,321+162.4% | $8,929+85.7% | $5,306+212.6% |