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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 | $183,973 | $119,143+54.4% | $88,632+107.6% | $152,909+20.3% |
| Participation rate | 58.3% | 73.4%-15.1pp | 68.8%-10.4pp | 82.5%-24.1pp |
| Annual return | 19.65% | 48.12%-28.5pp | 43.75%-24.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,636 | $3,555+30.4% | $2,917+58.9% | $5,851-20.8% |
| Admin fee / account holder | $658 | $5,875-88.8% | $4,308-84.7% | $11,601-94.3% |