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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 | $231,241 | $162,821+42.0% | $133,978+72.6% | $158,982+45.5% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 33.78% | 41.95%-8.2pp | 45.10%-11.3pp | 302.99%-269.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,248 | $5,910+39.5% | $5,047+63.4% | $5,983+37.8% |
| Admin fee / account holder | $158,560 | $11,742+1250.4% | $8,930+1675.6% | $11,252+1309.2% |