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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 | $157,916 | $124,336+27.0% | $111,303+41.9% | $167,518-5.7% |
| Participation rate | 37.5% | 79.6%-42.1pp | 77.3%-39.8pp | 82.1%-44.6pp |
| Annual return | 12.90% | 37.45%-24.5pp | 54.66%-41.8pp | 478.71%-465.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,325 | $5,181-16.5% | $4,487-3.6% | $6,342-31.8% |
| Admin fee / account holder | $325 | $10,623-96.9% | $7,966-95.9% | $12,312-97.4% |