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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 | $197,047 | $137,414+43.4% | $189,545+4.0% | $85,851+129.5% |
| Participation rate | 54.8% | 84.6%-29.9pp | 87.8%-33.0pp | 69.3%-14.6pp |
| Annual return | 20.54% | 38.14%-17.6pp | 555.36%-534.8pp | 318.63%-298.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,881 | $6,260-38.0% | $8,220-52.8% | $3,952-1.8% |
| Admin fee / account holder | $534 | $8,630-93.8% | $12,049-95.6% | $6,261-91.5% |