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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 | $201,075 | $110,212+82.4% | $96,534+108.3% | $139,466+44.2% |
| Participation rate | 41.7% | 78.1%-36.5pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 17.53% | 26.42%-8.9pp | 25.88%-8.4pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,717 | $5,547-51.0% | $4,851-44.0% | $6,712-59.5% |
| Admin fee / account holder | $14,987 | $11,599+29.2% | $8,253+81.6% | $11,409+31.4% |