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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 | $173,494 | $51,638+236.0% | $68,368+153.8% | $82,448+110.4% |
| Participation rate | 54.5% | 63.6%-9.1pp | 73.8%-19.2pp | 68.1%-13.5pp |
| Annual return | 41.45% | 37.53%+3.9pp | 292.57%-251.1pp | 41.64%-0.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,656 | $2,914+231.4% | $4,123+134.2% | $4,139+133.3% |
| Admin fee / account holder | $1,889 | $4,643-59.3% | $5,150-63.3% | $7,234-73.9% |