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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 | $160,252 | $105,856+51.4% | $90,161+77.7% | $147,586+8.6% |
| Participation rate | 42.1% | 79.7%-37.6pp | 76.9%-34.8pp | 82.8%-40.7pp |
| Annual return | 17.25% | 37.63%-20.4pp | 34.89%-17.6pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,701 | $5,733-35.4% | $5,287-30.0% | $5,439-32.0% |
| Admin fee / account holder | $462 | $8,046-94.3% | $5,943-92.2% | $10,886-95.8% |