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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 | $188,684 | $109,967+71.6% | $97,197+94.1% | $145,877+29.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 23.12% | 244.27%-221.2pp | 75.47%-52.4pp | 551.28%-528.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,110 | $4,676+73.4% | $4,263+90.2% | $6,691+21.2% |
| Admin fee / account holder | $8,058 | $6,199+30.0% | $5,637+42.9% | $13,402-39.9% |