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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 | $223,366 | $117,859+89.5% | $102,438+118.0% | $145,959+53.0% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 26.29% | 31.72%-5.4pp | 29.37%-3.1pp | 561.95%-535.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,461 | $5,732-39.6% | $5,054-31.5% | $6,689-48.3% |
| Admin fee / account holder | $1,574 | $13,318-88.2% | $9,448-83.3% | $13,398-88.2% |