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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 | $222,179 | $159,934+38.9% | $147,005+51.1% | $145,959+52.2% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.3pp |
| Annual return | 16.70% | 98.24%-81.5pp | 418.76%-402.1pp | 561.95%-545.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,444 | $8,427-47.3% | $8,070-44.9% | $6,689-33.6% |
| Admin fee / account holder | $4,186 | $15,053-72.2% | $13,006-67.8% | $13,398-68.8% |