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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 | $212,312 | $210,698+0.8% | $178,014+19.3% | $145,959+45.5% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 13.07% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,058 | $6,958-56.0% | $6,276-51.3% | $6,689-54.3% |
| Admin fee / account holder | $1,609 | $12,016-86.6% | $10,362-84.5% | $13,398-88.0% |