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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 | $206,360 | $115,814+78.2% | $101,275+103.8% | $158,982+29.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.43% | 56.16%-39.7pp | 46.48%-30.0pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,105 | $4,958-37.4% | $4,371-29.0% | $5,983-48.1% |
| Admin fee / account holder | $877 | $7,249-87.9% | $5,948-85.3% | $11,252-92.2% |