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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 | $155,748 | $106,247+46.6% | $96,515+61.4% | $139,466+11.7% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 18.97% | 38.47%-19.5pp | 35.73%-16.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,804 | $5,456-11.9% | $4,880-1.6% | $6,712-28.4% |
| Admin fee / account holder | $3,593 | $7,885-54.4% | $6,735-46.6% | $11,409-68.5% |