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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 | $189,753 | $106,918+77.5% | $84,021+125.8% | $152,897+24.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 21.28% | 105.01%-83.7pp | 71.32%-50.0pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,265 | $4,012-18.6% | $3,239+0.8% | $5,851-44.2% |
| Admin fee / account holder | $1,049 | $8,288-87.3% | $6,102-82.8% | $11,599-91.0% |