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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 | $232,230 | $196,972+17.9% | $182,262+27.4% | $198,609+16.9% |
| Participation rate | 42.9% | 85.7%-42.8pp | 84.2%-41.4pp | 82.4%-39.5pp |
| Annual return | 12.62% | 158.27%-145.7pp | 140.60%-128.0pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,390 | $18,429-87.0% | $16,712-85.7% | $19,030-87.4% |