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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 | $142,043 | $105,160+35.1% | $94,679+50.0% | $139,456+1.9% |
| Participation rate | 56.5% | 82.4%-25.8pp | 80.8%-24.3pp | 80.3%-23.8pp |
| Annual return | 16.54% | 38.04%-21.5pp | 156.75%-140.2pp | 373.45%-356.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,023 | $7,599-20.7% | $7,417-18.8% | $6,711-10.2% |
| Admin fee / account holder | $1,200 | $8,988-86.6% | $7,233-83.4% | $11,407-89.5% |