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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 | $169,219 | $107,368+57.6% | $92,915+82.1% | $152,909+10.7% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.0%-34.3pp | 82.5%-40.8pp |
| Annual return | 28.24% | 145.64%-117.4pp | 109.45%-81.2pp | 345.46%-317.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,118 | $4,848-35.7% | $4,238-26.4% | $5,851-46.7% |
| Admin fee / account holder | $869 | $7,082-87.7% | $5,796-85.0% | $11,601-92.5% |