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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 | $239,015 | $106,905+123.6% | $84,020+184.5% | $152,885+56.3% |
| Participation rate | 15.4% | 75.2%-59.9pp | 69.0%-53.6pp | 82.5%-67.1pp |
| Annual return | 21.51% | 105.00%-83.5pp | 71.31%-49.8pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,615 | $4,012+15.0% | $3,239+42.5% | $5,851-21.1% |
| Admin fee / account holder | $5,201 | $8,287-37.2% | $6,101-14.8% | $11,598-55.2% |