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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 | $210,394 | $176,105+19.5% | $159,474+31.9% | $167,536+25.6% |
| Participation rate | 61.5% | 85.0%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 26.16% | 331.91%-305.8pp | 263.68%-237.5pp | 478.82%-452.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,209 | $7,751-32.8% | $7,353-29.2% | $6,342-17.9% |
| Admin fee / account holder | $2,710 | $12,559-78.4% | $10,802-74.9% | $12,315-78.0% |