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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 | $196,218 | $114,119+71.9% | $107,187+83.1% | $138,895+41.3% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 79.9%-56.1pp |
| Annual return | 20.10% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,519 | $5,538-36.4% | $5,096-30.9% | $6,396-45.0% |
| Admin fee / account holder | $1,517 | $10,024-84.9% | $9,162-83.4% | $12,562-87.9% |