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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 | $150,134 | $106,923+40.4% | $84,023+78.7% | $152,909-1.8% |
| Participation rate | 42.9% | 75.3%-32.4pp | 69.0%-26.2pp | 82.5%-39.6pp |
| Annual return | 19.02% | 105.02%-86.0pp | 71.32%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,715 | $4,013-57.3% | $3,239-47.1% | $5,851-70.7% |
| Admin fee / account holder | $2,304 | $8,289-72.2% | $6,102-62.2% | $11,601-80.1% |