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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 | $189,348 | $104,953+80.4% | $84,637+123.7% | $152,909+23.8% |
| Participation rate | 64.3% | 74.8%-10.5pp | 68.2%-4.0pp | 82.5%-18.2pp |
| Annual return | 18.93% | 373.94%-355.0pp | 258.82%-239.9pp | 345.46%-326.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,335 | $4,691+56.4% | $3,900+88.1% | $5,851+25.4% |
| Admin fee / account holder | $3,388 | $6,244-45.7% | $4,914-31.1% | $11,601-70.8% |