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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 | $132,139 | $81,664+61.8% | $70,476+87.5% | $158,966-16.9% |
| Participation rate | 28.6% | 77.7%-49.2pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 20.79% | 208.59%-187.8pp | 109.12%-88.3pp | 302.95%-282.2pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,679 | $4,556-19.3% | $3,710-0.9% | $5,983-38.5% |
| Admin fee / account holder | $460 | $6,197-92.6% | $3,847-88.0% | $11,250-95.9% |