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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 | $217,207 | $165,399+31.3% | $149,745+45.1% | $158,982+36.6% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 16.76% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,974 | $7,183-16.8% | $6,843-12.7% | $5,983-0.2% |
| Admin fee / account holder | $28,205 | $10,811+160.9% | $9,312+202.9% | $11,252+150.7% |