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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 | $155,144 | $81,208+91.0% | $98,920+56.8% | $79,856+94.3% |
| Participation rate | 48.4% | 72.5%-24.1pp | 76.0%-27.6pp | 69.6%-21.3pp |
| Annual return | 15.91% | 60.99%-45.1pp | 196.47%-180.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,786 | $3,265-45.3% | $4,245-57.9% | $3,741-52.3% |
| Admin fee / account holder | $8,300 | $6,013+38.0% | $6,643+24.9% | $5,306+56.4% |