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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 | $180,646 | $100,262+80.2% | $81,370+122.0% | $145,897+23.8% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 11.49% | 34.52%-23.0pp | 24.85%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,083 | $4,612-54.8% | $3,885-46.4% | $6,689-68.9% |
| Admin fee / account holder | $650 | $8,163-92.0% | $5,749-88.7% | $13,390-95.1% |