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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 | $247,561 | $124,346+99.1% | $111,306+122.4% | $167,553+47.8% |
| Participation rate | 46.7% | 79.6%-33.0pp | 77.3%-30.7pp | 82.1%-35.4pp |
| Annual return | 9.94% | 37.46%-27.5pp | 54.67%-44.7pp | 478.89%-469.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,155 | $5,182-39.1% | $4,488-29.7% | $6,343-50.3% |
| Admin fee / account holder | $14,826 | $10,623+39.6% | $7,966+86.1% | $12,316+20.4% |