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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 | $162,985 | $129,737+25.6% | $119,126+36.8% | $154,746+5.3% |
| Participation rate | 56.5% | 78.9%-22.3pp | 75.8%-19.2pp | 80.7%-24.2pp |
| Annual return | 15.66% | 379.08%-363.4pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,818 | $5,842-51.8% | $5,318-47.0% | $6,730-58.1% |
| Admin fee / account holder | $1,527 | $11,961-87.2% | $10,693-85.7% | $14,365-89.4% |