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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 | $242,898 | $98,776+145.9% | $149,745+62.2% | $79,856+204.2% |
| Participation rate | 41.9% | 75.8%-33.9pp | 82.5%-40.5pp | 69.6%-27.7pp |
| Annual return | 16.54% | 27.38%-10.8pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,762 | $5,681-51.4% | $6,843-59.6% | $3,741-26.2% |
| Admin fee / account holder | $2,608 | $6,053-56.9% | $9,312-72.0% | $5,306-50.8% |