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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 | $143,138 | $101,063+41.6% | $81,473+75.7% | $147,586-3.0% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 13.39% | 32.41%-19.0pp | 38.78%-25.4pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,671 | $4,242+57.2% | $3,537+88.6% | $5,439+22.6% |
| Admin fee / account holder | $7,600 | $5,812+30.8% | $4,561+66.6% | $10,886-30.2% |