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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 | $226,049 | $91,559+146.9% | $133,971+68.7% | $79,852+183.1% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 13.23% | 61.85%-48.6pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,064 | $3,734+89.2% | $5,047+40.0% | $3,740+88.9% |
| Admin fee / account holder | $3,449 | $6,321-45.4% | $8,929-61.4% | $5,306-35.0% |