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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 | $228,285 | $96,731+136.0% | $123,973+84.1% | $86,983+162.4% |
| Participation rate | 39.5% | 70.0%-30.5pp | 76.7%-37.1pp | 69.5%-30.0pp |
| Annual return | 15.81% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,355 | $4,152+4.9% | $5,247-17.0% | $4,194+3.8% |
| Admin fee / account holder | $6,567 | $8,722-24.7% | $11,799-44.3% | $7,856-16.4% |