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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 | $165,974 | $105,145+57.9% | $94,664+75.3% | $139,466+19.0% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 14.31% | 38.09%-23.8pp | 156.84%-142.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,534 | $7,599-66.7% | $7,417-65.8% | $6,712-62.3% |
| Admin fee / account holder | $2,510 | $8,972-72.0% | $7,222-65.2% | $11,409-78.0% |