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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 | $157,602 | $125,193+25.9% | $105,591+49.3% | $145,978+8.0% |
| Participation rate | 61.9% | 77.6%-15.7pp | 75.3%-13.4pp | 80.3%-18.4pp |
| Annual return | 9.30% | 225.53%-216.2pp | 116.43%-107.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,054 | $5,708-29.0% | $5,008-19.1% | $6,690-39.4% |
| Admin fee / account holder | $19,036 | $17,277+10.2% | $11,024+72.7% | $13,400+42.1% |