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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 | $159,531 | $106,923+49.2% | $84,023+89.9% | $152,909+4.3% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 32.30% | 105.02%-72.7pp | 71.32%-39.0pp | 345.46%-313.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,778 | $4,013+19.1% | $3,239+47.5% | $5,851-18.3% |
| Admin fee / account holder | $4,346 | $8,289-47.6% | $6,102-28.8% | $11,601-62.5% |