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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 | $192,767 | $115,814+66.4% | $101,275+90.3% | $158,982+21.3% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.3pp |
| Annual return | 19.26% | 56.16%-36.9pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,332 | $4,958-53.0% | $4,371-46.6% | $5,983-61.0% |
| Admin fee / account holder | $2,517 | $7,249-65.3% | $5,948-57.7% | $11,252-77.6% |