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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 | $217,282 | $101,752+113.5% | $164,928+31.7% | $80,911+168.5% |
| Participation rate | 17.3% | 71.8%-54.5pp | 78.6%-61.3pp | 67.6%-50.3pp |
| Annual return | 14.65% | 16.73%-2.1pp | 70.08%-55.4pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,773 | $4,477-38.0% | $6,034-54.0% | $4,297-35.5% |
| Admin fee / account holder | $1,208 | $8,218-85.3% | $12,684-90.5% | $6,935-82.6% |