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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 | $118,919+54.7% | $88,538+107.8% | $152,885+20.3% |
| Participation rate | 58.3% | 73.4%-15.0pp | 68.7%-10.4pp | 82.5%-24.1pp |
| Annual return | 19.65% | 47.92%-28.3pp | 43.64%-24.0pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,636 | $3,549+30.6% | $2,914+59.1% | $5,851-20.8% |
| Admin fee / account holder | $658 | $5,876-88.8% | $4,310-84.7% | $11,598-94.3% |