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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 | $180,805 | $154,228+17.2% | $145,433+24.3% | $137,256+31.7% |
| Participation rate | 47.8% | 83.8%-36.0pp | 82.1%-34.3pp | 80.0%-32.1pp |
| Annual return | 14.83% | 74.59%-59.8pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,908 | $8,216-28.1% | $7,897-25.2% | $6,407-7.8% |
| Admin fee / account holder | $22,799 | $14,344+58.9% | $13,129+73.7% | $12,270+85.8% |