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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 | $240,547 | $91,198+163.8% | $178,503+34.8% | $79,856+201.2% |
| Participation rate | 15.8% | 69.2%-53.4pp | 81.9%-66.1pp | 69.6%-53.9pp |
| Annual return | 10.22% | 24.20%-14.0pp | 151.12%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,855 | $3,237-42.7% | $5,202-64.3% | $3,741-50.4% |
| Admin fee / account holder | $2,698 | $6,748-60.0% | $13,987-80.7% | $5,306-49.2% |