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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 | $207,828 | $208,088-0.1% | $186,193+11.6% | $154,746+34.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 14.98% | 89.97%-75.0pp | 78.03%-63.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,286 | $7,078+31.2% | $6,513+42.6% | $6,730+38.0% |
| Admin fee / account holder | $1,966 | $11,698-83.2% | $11,058-82.2% | $14,365-86.3% |