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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 | $216,402 | $70,684+206.2% | $169,397+27.7% | $75,177+187.9% |
| Participation rate | 12.5% | 64.8%-52.3pp | 77.2%-64.7pp | 67.2%-54.7pp |
| Annual return | 19.46% | 36.38%-16.9pp | 406.23%-386.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,919 | $4,310-32.3% | $6,223-53.1% | $4,126-29.3% |
| Admin fee / account holder | $6,142 | $5,404+13.6% | $9,017-31.9% | $5,651+8.7% |