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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 | $190,809 | $156,616+21.8% | $133,346+43.1% | $198,609-3.9% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 12.72% | 44.25%-31.5pp | 36.85%-24.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,193 | $4,920+25.9% | $4,332+43.0% | $6,977-11.2% |
| Admin fee / account holder | $3,717 | $17,468-78.7% | $14,264-73.9% | $19,030-80.5% |