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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 | $186,737 | $110,410+69.1% | $102,437+82.3% | $145,897+28.0% |
| Participation rate | 45.0% | 77.9%-32.9pp | 74.5%-29.5pp | 80.3%-35.3pp |
| Annual return | 15.83% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,687 | $5,622-70.0% | $5,060-66.7% | $6,689-74.8% |
| Admin fee / account holder | $11,046 | $9,745+13.4% | $8,388+31.7% | $13,390-17.5% |