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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 | $187,285 | $209,336-10.5% | $197,124-5.0% | $137,256+36.4% |
| Participation rate | 69.6% | 87.3%-17.7pp | 86.7%-17.1pp | 80.0%-10.4pp |
| Annual return | 14.33% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,878 | $9,614+33.9% | $9,135+41.0% | $6,407+101.0% |
| Admin fee / account holder | $12,281 | $17,308-29.0% | $16,298-24.6% | $12,270+0.1% |