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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 | $222,065 | $121,677+82.5% | $104,625+112.2% | $158,966+39.7% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | 11.61% | 465.58%-454.0pp | 340.60%-329.0pp | 302.95%-291.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,054 | $4,175-2.9% | $3,738+8.5% | $5,983-32.2% |
| Admin fee / account holder | $770 | $7,777-90.1% | $6,465-88.1% | $11,250-93.2% |