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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 | $221,905 | $124,330+78.5% | $109,173+103.3% | $167,536+32.5% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 12.49% | 26.04%-13.6pp | 25.75%-13.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,850 | $5,256-7.7% | $4,654+4.2% | $6,342-23.5% |
| Admin fee / account holder | $6,809 | $7,974-14.6% | $6,755+0.8% | $12,315-44.7% |