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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 | $178,095 | $105,200+69.3% | $159,474+11.7% | $85,847+107.5% |
| Participation rate | 44.2% | 75.8%-31.5pp | 82.8%-38.6pp | 69.3%-25.1pp |
| Annual return | 16.67% | 45.08%-28.4pp | 263.68%-247.0pp | 318.61%-301.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,494 | $5,946-7.6% | $7,353-25.3% | $3,952+39.0% |
| Admin fee / account holder | $835 | $6,934-88.0% | $10,802-92.3% | $6,261-86.7% |