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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 | $200,587 | $63,346+216.7% | $92,240+117.5% | $70,126+186.0% |
| Participation rate | 23.0% | 68.7%-45.7pp | 76.5%-53.5pp | 69.5%-46.6pp |
| Annual return | 30.11% | 530.19%-500.1pp | 176.29%-146.2pp | 73.15%-43.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,933 | $2,854+2.8% | $3,897-24.7% | $3,332-12.0% |
| Admin fee / account holder | $3,929 | $3,841+2.3% | $5,194-24.4% | $4,645-15.4% |