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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 | $183,390 | $152,619+20.2% | $125,195+46.5% | $152,909+19.9% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 21.08% | 54.85%-33.8pp | 43.79%-22.7pp | 345.46%-324.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,562 | $5,869-39.3% | $4,937-27.9% | $5,851-39.1% |
| Admin fee / account holder | $511 | $13,437-96.2% | $9,704-94.7% | $11,601-95.6% |