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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 | $154,033 | $107,363+43.5% | $92,909+65.8% | $152,897+0.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 28.67% | 145.63%-117.0pp | 109.44%-80.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,272 | $4,848-53.1% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $11,866 | $7,082+67.6% | $5,795+104.8% | $11,599+2.3% |