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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 | $197,625 | $148,582+33.0% | $135,942+45.4% | $139,456+41.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 12.36% | 79.26%-66.9pp | 68.28%-55.9pp | 373.45%-361.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,921 | $8,101+22.5% | $7,759+27.9% | $6,711+47.8% |
| Admin fee / account holder | $12,122 | $12,402-2.3% | $10,764+12.6% | $11,407+6.3% |