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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 | $143,963 | $105,210+36.8% | $159,487-9.7% | $85,851+67.7% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.8%-40.0pp | 69.3%-26.5pp |
| Annual return | 19.40% | 45.08%-25.7pp | 263.71%-244.3pp | 318.63%-299.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,810 | $5,946-35.9% | $7,354-48.2% | $3,952-3.6% |
| Admin fee / account holder | $1,731 | $6,934-75.0% | $10,804-84.0% | $6,261-72.3% |