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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 | $177,053 | $58,258+203.9% | $81,820+116.4% | $80,925+118.8% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 12.26% | 41.76%-29.5pp | 777.93%-765.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,730 | $3,284+74.5% | $4,323+32.6% | $4,299+33.3% |
| Admin fee / account holder | $1,591 | $4,976-68.0% | $7,391-78.5% | $6,940-77.1% |