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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 | $120,796 | $108,922+10.9% | $100,398+20.3% | $145,978-17.3% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 11.29% | 58.04%-46.7pp | 49.32%-38.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,062 | $8,450-63.8% | $8,084-62.1% | $6,690-54.2% |
| Admin fee / account holder | $1,192 | $9,680-87.7% | $7,893-84.9% | $13,400-91.1% |