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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 | $79,743 | $197,637-59.7% | $177,848-55.2% | $158,982-49.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 408.46% | 58.77%+349.7pp | 48.33%+360.1pp | 302.99%+105.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,909 | $8,405+6.0% | $7,714+15.5% | $5,983+48.9% |
| Admin fee / account holder | $2,295 | $15,406-85.1% | $12,431-81.5% | $11,252-79.6% |