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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 | $156,835 | $98,776+58.8% | $149,745+4.7% | $79,856+96.4% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 16.60% | 27.38%-10.8pp | 276.72%-260.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,404 | $5,681-22.5% | $6,843-35.6% | $3,741+17.7% |
| Admin fee / account holder | $5,061 | $6,053-16.4% | $9,312-45.6% | $5,306-4.6% |