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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 | $189,387 | $166,020+14.1% | $164,866+14.9% | $145,959+29.8% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 22.50% | 100.08%-77.6pp | 69.97%-47.5pp | 561.95%-539.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,150 | $6,961-69.1% | $6,033-64.4% | $6,689-67.9% |
| Admin fee / account holder | $861 | $16,644-94.8% | $12,689-93.2% | $13,398-93.6% |