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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 | $161,939 | $117,829+37.4% | $102,423+58.1% | $145,877+11.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 15.17% | 31.83%-16.7pp | 29.42%-14.3pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,971 | $5,732+73.9% | $5,054+97.3% | $6,691+49.0% |
| Admin fee / account holder | $63,049 | $13,335+372.8% | $9,455+566.9% | $13,402+370.4% |