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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 | $172,128 | $154,754+11.2% | $124,206+38.6% | $138,895+23.9% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.6%-44.6pp | 79.9%-54.9pp |
| Annual return | 12.84% | 709.28%-696.4pp | 515.27%-502.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,229 | $4,621-30.1% | $3,968-18.6% | $6,396-49.5% |
| Admin fee / account holder | $2,520 | $6,690-62.3% | $5,929-57.5% | $12,562-79.9% |