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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 | $178,522 | $165,399+7.9% | $149,745+19.2% | $158,982+12.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 10.30% | 348.34%-338.0pp | 276.72%-266.4pp | 302.99%-292.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,533 | $7,183-9.1% | $6,843-4.5% | $5,983+9.2% |
| Admin fee / account holder | $715 | $10,811-93.4% | $9,312-92.3% | $11,252-93.6% |