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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 | $198,399 | $114,119+73.9% | $107,187+85.1% | $138,895+42.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 11.97% | 273.21%-261.2pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,571 | $5,538-35.5% | $5,096-29.9% | $6,396-44.2% |
| Admin fee / account holder | $37,709 | $10,024+276.2% | $9,162+311.6% | $12,562+200.2% |