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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 | $241,931 | $111,787+116.4% | $93,681+158.3% | $145,978+65.7% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 9.84% | 203.52%-193.7pp | 133.47%-123.6pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,843 | $4,918-1.5% | $4,415+9.7% | $6,690-27.6% |
| Admin fee / account holder | $1,032 | $10,256-89.9% | $8,290-87.5% | $13,400-92.3% |