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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 | $215,636 | $197,625+9.1% | $177,840+21.3% | $158,966+35.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 17.11% | 58.76%-41.7pp | 48.32%-31.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,333 | $8,405-24.6% | $7,714-17.9% | $5,983+5.9% |
| Admin fee / account holder | $1,482 | $15,405-90.4% | $12,431-88.1% | $11,250-86.8% |