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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 | $242,759 | $208,088+16.7% | $186,193+30.4% | $154,746+56.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 18.00% | 89.97%-72.0pp | 78.03%-60.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,400 | $7,078-9.6% | $6,513-1.7% | $6,730-4.9% |
| Admin fee / account holder | $982 | $11,698-91.6% | $11,058-91.1% | $14,365-93.2% |