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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 | $152,344 | $91,537+66.4% | $130,045+17.1% | $75,173+102.7% |
| Participation rate | 44.7% | 71.5%-26.7pp | 78.5%-33.8pp | 67.2%-22.5pp |
| Annual return | 22.30% | -631.55%+653.8pp | -137.30%+159.6pp | 160.72%-138.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,053 | $4,343+16.4% | $5,820-13.2% | $4,126+22.5% |
| Admin fee / account holder | $6,015 | $6,780-11.3% | $10,600-43.3% | $5,651+6.4% |