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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 | $163,384 | $148,623+9.9% | $135,974+20.2% | $139,466+17.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.49% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,711 | $8,103+7.5% | $7,760+12.3% | $6,712+29.8% |
| Admin fee / account holder | $3,248 | $12,406-73.8% | $10,767-69.8% | $11,409-71.5% |