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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 | $164,771 | $115,810+42.3% | $101,271+62.7% | $158,966+3.7% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 16.54% | 56.15%-39.6pp | 46.48%-29.9pp | 302.95%-286.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,790 | $4,958-3.4% | $4,371+9.6% | $5,983-19.9% |
| Admin fee / account holder | $9,329 | $7,248+28.7% | $5,948+56.9% | $11,250-17.1% |