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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 | $223,517 | $157,304+42.1% | $141,197+58.3% | $152,909+46.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 23.69% | 64.34%-40.7pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,975 | $7,111-1.9% | $6,710+3.9% | $5,851+19.2% |
| Admin fee / account holder | $923 | $12,126-92.4% | $10,265-91.0% | $11,601-92.0% |