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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 | $201,895 | $112,131+80.1% | $95,964+110.4% | $158,982+27.0% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.9pp | 82.0%-12.7pp |
| Annual return | 8.29% | 171.19%-162.9pp | 91.64%-83.4pp | 302.99%-294.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,918 | $4,784+2.8% | $4,167+18.0% | $5,983-17.8% |
| Admin fee / account holder | $1,541 | $10,136-84.8% | $6,797-77.3% | $11,252-86.3% |