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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 | $114,072 | $81,696+39.6% | $70,494+61.8% | $158,982-28.2% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 11.66% | 208.70%-197.0pp | 109.16%-97.5pp | 302.99%-291.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,375 | $4,558-69.8% | $3,711-62.9% | $5,983-77.0% |
| Admin fee / account holder | $3,194 | $6,200-48.5% | $3,848-17.0% | $11,252-71.6% |