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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 | $232,316 | $102,422+126.8% | $147,117+57.9% | $80,959+187.0% |
| Participation rate | 28.1% | 75.9%-47.7pp | 82.2%-54.1pp | 67.7%-39.5pp |
| Annual return | 18.10% | 135.16%-117.1pp | 420.54%-402.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,242 | $6,652-51.3% | $8,065-59.8% | $4,300-24.6% |
| Admin fee / account holder | $2,572 | $7,953-67.7% | $12,993-80.2% | $6,925-62.9% |