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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 | $219,070 | $183,516+19.4% | $155,534+40.8% | $145,884+50.2% |
| Participation rate | 9.1% | 82.7%-73.6pp | 78.2%-69.1pp | 80.3%-71.2pp |
| Annual return | 10.33% | 61.43%-51.1pp | 64.92%-54.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,545 | $6,467-14.2% | $5,630-1.5% | $6,690-17.1% |
| Admin fee / account holder | $2,297 | $19,293-88.1% | $15,900-85.6% | $13,392-82.8% |