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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 | $172,948 | $124,346+39.1% | $111,306+55.4% | $167,553+3.2% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 10.02% | 37.46%-27.4pp | 54.67%-44.6pp | 478.89%-468.9pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,753 | $5,182-46.9% | $4,488-38.6% | $6,343-56.6% |
| Admin fee / account holder | $3,667 | $10,623-65.5% | $7,966-54.0% | $12,316-70.2% |