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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 | $212,386-11.8% | $199,883-6.3% | $138,895+34.8% |
| Participation rate | 69.6% | 87.4%-17.8pp | 86.8%-17.2pp | 79.9%-10.4pp |
| Annual return | 14.33% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,878 | $9,617+33.9% | $9,138+40.9% | $6,396+101.3% |
| Admin fee / account holder | $12,281 | $18,233-32.6% | $17,268-28.9% | $12,562-2.2% |