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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 | $232,946 | $110,212+111.4% | $96,534+141.3% | $139,466+67.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 23.36% | 26.42%-3.1pp | 25.88%-2.5pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,861 | $5,547-12.4% | $4,851+0.2% | $6,712-27.6% |
| Admin fee / account holder | $6,014 | $11,599-48.1% | $8,253-27.1% | $11,409-47.3% |