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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 | $192,814 | $124,346+55.1% | $111,306+73.2% | $167,553+15.1% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 20.37% | 37.46%-17.1pp | 54.67%-34.3pp | 478.89%-458.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,493 | $5,182-13.3% | $4,488+0.1% | $6,343-29.2% |
| Admin fee / account holder | $8,809 | $10,623-17.1% | $7,966+10.6% | $12,316-28.5% |