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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 | $201,986 | $117,433+72.0% | $99,475+103.1% | $152,897+32.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 22.19% | 31.87%-9.7pp | 30.72%-8.5pp | 345.43%-323.2pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,573 | $4,086-61.5% | $3,619-56.5% | $5,851-73.1% |
| Admin fee / account holder | $8,738 | $7,634+14.5% | $6,252+39.7% | $11,599-24.7% |