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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 | $242,613 | $165,361+46.7% | $149,715+62.0% | $158,950+52.6% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 24.93% | 348.24%-323.3pp | 276.66%-251.7pp | 302.91%-278.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,946 | $7,182-45.1% | $6,842-42.3% | $5,983-34.0% |
| Admin fee / account holder | $2,073 | $10,808-80.8% | $9,310-77.7% | $11,248-81.6% |