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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 | $209,302 | $196,972+6.3% | $182,262+14.8% | $198,609+5.4% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 10.78% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.8% | $6,977+48.1% |
| Admin fee / account holder | $19,862 | $18,429+7.8% | $16,712+18.9% | $19,030+4.4% |