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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 | $210,351 | $107,368+95.9% | $92,915+126.4% | $152,909+37.6% |
| Participation rate | 18.8% | 79.8%-61.0pp | 76.0%-57.3pp | 82.5%-63.7pp |
| Annual return | 18.64% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,211 | $7,082-82.9% | $5,796-79.1% | $11,601-89.6% |