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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 | $181,889 | $111,830+62.6% | $93,696+94.1% | $145,884+24.7% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 15.89% | 204.08%-188.2pp | 133.74%-117.8pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,700 | $4,920+15.8% | $4,417+29.0% | $6,690-14.8% |
| Admin fee / account holder | $671 | $10,249-93.4% | $8,287-91.9% | $13,392-95.0% |