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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 | $234,654 | $68,398+243.1% | $94,664+147.9% | $75,173+212.2% |
| Participation rate | 41.7% | 76.1%-34.4pp | 80.8%-39.2pp | 67.2%-25.5pp |
| Annual return | 19.50% | 616.72%-597.2pp | 156.84%-137.3pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,797 | $6,537-41.9% | $7,417-48.8% | $4,126-8.0% |
| Admin fee / account holder | $2,333 | $5,324-56.2% | $7,222-67.7% | $5,651-58.7% |