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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 | $224,504 | $192,829+16.4% | $142,516+57.5% | $139,487+61.0% |
| Participation rate | 60.0% | 81.4%-21.4pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 13.07% | 18.07%-5.0pp | 20.03%-7.0pp | 373.84%-360.8pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $13,371 | $7,200+85.7% | $6,280+112.9% | $6,713+99.2% |
| Admin fee / account holder | $7,553 | $15,120-50.0% | $10,008-24.5% | $11,407-33.8% |