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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 | $246,084 | $183,539+34.1% | $155,556+58.2% | $145,897+68.7% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 15.52% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,788 | $6,467-41.4% | $5,631-32.7% | $6,689-43.4% |
| Admin fee / account holder | $13,575 | $19,275-29.6% | $15,885-14.5% | $13,390+1.4% |