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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 | $233,917 | $124,351+88.1% | $109,188+114.2% | $167,553+39.6% |
| Participation rate | 69.6% | 79.4%-9.9pp | 75.9%-6.3pp | 82.1%-12.5pp |
| Annual return | 12.63% | 26.04%-13.4pp | 25.76%-13.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,111 | $5,257-40.8% | $4,654-33.2% | $6,343-51.0% |
| Admin fee / account holder | $2,992 | $7,975-62.5% | $6,755-55.7% | $12,316-75.7% |