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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 | $216,608 | $156,398+38.5% | $147,318+47.0% | $138,895+56.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.19% | 78.75%-64.6pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,760 | $8,237-30.1% | $7,906-27.1% | $6,396-9.9% |
| Admin fee / account holder | $14,979 | $14,9760% | $13,708+9.3% | $12,562+19.2% |