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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 | $181,517 | $157,829+15.0% | $136,867+32.6% | $198,609-8.6% |
| Participation rate | 54.5% | 77.2%-22.6pp | 74.5%-20.0pp | 82.4%-27.8pp |
| Annual return | 18.25% | 51.25%-33.0pp | 42.97%-24.7pp | 202.70%-184.4pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,069 | $5,463-43.8% | $4,924-37.7% | $6,977-56.0% |
| Admin fee / account holder | $3,855 | $11,107-65.3% | $10,340-62.7% | $19,030-79.7% |