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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 | $179,633 | $132,099+36.0% | $115,599+55.4% | $138,895+29.3% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.3%-17.8pp | 79.9%-23.4pp |
| Annual return | 14.11% | 176.76%-162.6pp | 111.10%-97.0pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,149 | $5,617-8.3% | $4,889+5.3% | $6,396-19.5% |
| Admin fee / account holder | $5,056 | $15,650-67.7% | $12,841-60.6% | $12,562-59.8% |