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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 | $215,825 | $108,911+98.2% | $100,392+115.0% | $145,884+47.9% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | 10.84% | 58.23%-47.4pp | 49.45%-38.6pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,103 | $8,459-39.7% | $8,090-36.9% | $6,690-23.7% |
| Admin fee / account holder | $4,563 | $9,698-52.9% | $7,904-42.3% | $13,392-65.9% |