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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 | $155,082 | $96,524+60.7% | $75,900+104.3% | $152,909+1.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-36.0pp | 82.5%-49.1pp |
| Annual return | 21.34% | 33.93%-12.6pp | 30.73%-9.4pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,964 | $4,554-56.9% | $3,604-45.5% | $5,851-66.4% |
| Admin fee / account holder | $1,612 | $8,082-80.1% | $5,421-70.3% | $11,601-86.1% |