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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 | $174,019 | $169,356+2.8% | $129,406+34.5% | $145,897+19.3% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 14.65% | 14418.62%-14404.0pp | 9468.18%-9453.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,854 | $4,987+77.6% | $4,167+112.5% | $6,689+32.4% |
| Admin fee / account holder | $21,573 | $9,915+117.6% | $7,689+180.6% | $13,390+61.1% |