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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 | $125,193+72.4% | $105,591+104.4% | $145,978+47.9% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.7pp |
| Annual return | 8.48% | 225.53%-217.1pp | 116.43%-107.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,573 | $5,708-2.4% | $5,008+11.3% | $6,690-16.7% |
| Admin fee / account holder | $1,526 | $17,277-91.2% | $11,024-86.2% | $13,400-88.6% |