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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 | $181,116 | $124,336+45.7% | $111,303+62.7% | $167,518+8.1% |
| Participation rate | 53.8% | 79.6%-25.8pp | 77.3%-23.5pp | 82.1%-28.3pp |
| Annual return | 17.24% | 37.45%-20.2pp | 54.66%-37.4pp | 478.71%-461.5pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,051 | $5,181-60.4% | $4,487-54.3% | $6,342-67.7% |
| Admin fee / account holder | $2,320 | $10,623-78.2% | $7,966-70.9% | $12,312-81.2% |