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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 | $238,182 | $166,268+43.3% | $165,100+44.3% | $145,897+63.3% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 12.24% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,823 | $6,964-59.5% | $6,035-53.2% | $6,689-57.8% |
| Admin fee / account holder | $25,918 | $16,659+55.6% | $12,696+104.2% | $13,390+93.6% |