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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 | $185,493 | $117,829+57.4% | $102,423+81.1% | $145,877+27.2% |
| Participation rate | 45.8% | 78.6%-32.8pp | 76.5%-30.7pp | 80.3%-34.5pp |
| Annual return | 18.05% | 31.83%-13.8pp | 29.42%-11.4pp | 551.28%-533.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,920 | $5,732-49.1% | $5,054-42.2% | $6,691-56.4% |
| Admin fee / account holder | $75,107 | $13,335+463.2% | $9,455+694.4% | $13,402+460.4% |