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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 | $230,718 | $117,895+95.7% | $102,460+125.2% | $145,897+58.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.74% | 31.92%-16.2pp | 29.47%-13.7pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,463 | $5,736-39.6% | $5,056-31.5% | $6,689-48.2% |
| Admin fee / account holder | $4,522 | $13,353-66.1% | $9,460-52.2% | $13,390-66.2% |