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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 | $148,008 | $86,298+71.5% | $111,308+33.0% | $85,847+72.4% |
| Participation rate | 30.6% | 73.3%-42.8pp | 77.3%-46.8pp | 69.3%-38.8pp |
| Annual return | 13.32% | 19.99%-6.7pp | 54.67%-41.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,657 | $3,641+0.5% | $4,487-18.5% | $3,952-7.5% |
| Admin fee / account holder | $1,810 | $8,189-77.9% | $7,965-77.3% | $6,261-71.1% |