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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 | $215,878 | $125,190+72.4% | $105,624+104.4% | $145,897+48.0% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 8.48% | 225.22%-216.7pp | 116.20%-107.7pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,573 | $5,716-2.5% | $5,013+11.2% | $6,689-16.7% |
| Admin fee / account holder | $1,526 | $17,138-91.1% | $10,961-86.1% | $13,390-88.6% |