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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 | $246,539 | $111,535+121.0% | $105,223+134.3% | $137,256+79.6% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 14.60% | 237.85%-223.3pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,180 | $5,500-42.2% | $5,072-37.3% | $6,407-50.4% |
| Admin fee / account holder | $1,983 | $9,721-79.6% | $8,859-77.6% | $12,270-83.8% |