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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 | $168,929 | $100,811+67.6% | $86,698+94.8% | $134,545+25.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | 70.28% | 29.11%+41.2pp | 35.96%+34.3pp | 418.37%-348.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,885 | $5,339-46.0% | $4,656-38.0% | $6,401-54.9% |
| Admin fee / account holder | $7,499 | $10,926-31.4% | $7,492+0.1% | $11,431-34.4% |