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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 | $159,572 | $105,145+51.8% | $94,664+68.6% | $139,466+14.4% |
| Participation rate | 54.5% | 82.4%-27.8pp | 80.8%-26.3pp | 80.3%-25.8pp |
| Annual return | 17.39% | 38.09%-20.7pp | 156.84%-139.5pp | 373.66%-356.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,056 | $7,599+6.0% | $7,417+8.6% | $6,712+20.0% |
| Admin fee / account holder | $1,755 | $8,972-80.4% | $7,222-75.7% | $11,409-84.6% |