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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 | $237,641 | $154,209+54.1% | $130,062+82.7% | $139,487+70.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 17.53% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,157 | $6,709+21.6% | $5,821+40.1% | $6,713+21.5% |
| Admin fee / account holder | $23,870 | $13,988+70.6% | $10,601+125.2% | $11,407+109.3% |