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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 | $166,404 | $154,193+7.9% | $130,045+28.0% | $139,466+19.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 17.59% | 32.51%-14.9pp | -137.30%+154.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,798 | $6,709+1.3% | $5,820+16.8% | $6,712+1.3% |
| Admin fee / account holder | $27,212 | $13,989+94.5% | $10,600+156.7% | $11,409+138.5% |