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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 | $168,140 | $144,130+16.7% | $117,861+42.7% | $147,586+13.9% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 12.73% | 531.20%-518.5pp | 335.11%-322.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,366 | $5,316-55.5% | $4,482-47.2% | $5,439-56.5% |
| Admin fee / account holder | $12,643 | $10,887+16.1% | $8,021+57.6% | $10,886+16.1% |