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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 | $228,249 | $154,193+48.0% | $130,045+75.5% | $139,466+63.7% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 18.00% | 32.51%-14.5pp | -137.30%+155.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,004 | $6,709-25.4% | $5,820-14.0% | $6,712-25.5% |
| Admin fee / account holder | $18,146 | $13,989+29.7% | $10,600+71.2% | $11,409+59.1% |