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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 | $187,934 | $132,634+41.7% | $115,768+62.3% | $137,256+36.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 16.12% | 160.70%-144.6pp | 100.46%-84.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,732 | $5,619-33.6% | $4,917-24.1% | $6,407-41.8% |
| Admin fee / account holder | $6,688 | $15,028-55.5% | $12,439-46.2% | $12,270-45.5% |