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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 | $159,209 | $117,895+35.0% | $102,460+55.4% | $145,897+9.1% |
| Participation rate | 43.5% | 78.6%-35.2pp | 76.5%-33.0pp | 80.3%-36.8pp |
| Annual return | 19.19% | 31.92%-12.7pp | 29.47%-10.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,709 | $5,736-35.3% | $5,056-26.6% | $6,689-44.6% |
| Admin fee / account holder | $29,223 | $13,353+118.9% | $9,460+208.9% | $13,390+118.2% |