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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 | $202,440+12.1% | $169,390+33.9% | $139,466+62.7% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.2%-49.9pp | 80.3%-53.1pp |
| Annual return | 16.04% | 532.36%-516.3pp | 406.07%-390.0pp | 373.66%-357.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,337 | $6,940-66.3% | $6,222-62.4% | $6,712-65.2% |
| Admin fee / account holder | $956 | $10,722-91.1% | $9,015-89.4% | $11,409-91.6% |