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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 | $182,211 | $102,422+77.9% | $147,117+23.9% | $80,959+125.1% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.7%-19.4pp |
| Annual return | 13.72% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,437 | $6,652-33.3% | $8,065-45.0% | $4,300+3.2% |
| Admin fee / account holder | $5,489 | $7,953-31.0% | $12,993-57.8% | $6,925-20.7% |