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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 | $167,796 | $165,361+1.5% | $149,715+12.1% | $158,950+5.6% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 14.48% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,533 | $7,182+32.7% | $6,842+39.3% | $5,983+59.3% |
| Admin fee / account holder | $3,042 | $10,808-71.9% | $9,310-67.3% | $11,248-73.0% |