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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 | $160,109 | $81,643+96.1% | $70,462+127.2% | $158,950+0.7% |
| Participation rate | 47.4% | 77.7%-30.4pp | 75.1%-27.7pp | 82.0%-34.6pp |
| Annual return | 14.53% | 208.51%-194.0pp | 109.08%-94.6pp | 302.91%-288.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,825 | $4,555-38.0% | $3,710-23.8% | $5,983-52.8% |
| Admin fee / account holder | $5,373 | $6,194-13.3% | $3,845+39.7% | $11,248-52.2% |