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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 | $226,888 | $202,460+12.1% | $169,385+33.9% | $139,456+62.7% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.2%-49.9pp | 80.3%-53.1pp |
| Annual return | 16.04% | 532.07%-516.0pp | 405.82%-389.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,337 | $6,938-66.3% | $6,221-62.4% | $6,711-65.2% |
| Admin fee / account holder | $956 | $10,719-91.1% | $9,011-89.4% | $11,407-91.6% |