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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 | $213,264 | $90,530+135.6% | $76,030+180.5% | $145,897+46.2% |
| Participation rate | 17.6% | 74.4%-56.8pp | 69.1%-51.4pp | 80.3%-62.7pp |
| Annual return | 9.76% | 625.08%-615.3pp | 361.54%-351.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,398 | $5,164-53.6% | $4,257-43.7% | $6,689-64.2% |
| Admin fee / account holder | $912 | $8,383-89.1% | $6,421-85.8% | $13,390-93.2% |