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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 | $164,008 | $178,174-8.0% | $156,181+5.0% | $137,256+19.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 12.53% | 84.19%-71.7pp | 64.87%-52.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,571 | $6,888-62.7% | $6,132-58.1% | $6,407-59.9% |
| Admin fee / account holder | $4,519 | $17,404-74.0% | $14,586-69.0% | $12,270-63.2% |