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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 | $195,973 | $102,595+91.0% | $94,057+108.4% | $154,746+26.6% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 80.7%-17.1pp |
| Annual return | 17.94% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,417 | $5,118-33.2% | $4,709-27.4% | $6,730-49.2% |
| Admin fee / account holder | $348 | $7,736-95.5% | $7,244-95.2% | $14,365-97.6% |