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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 | $95,868 | $178,174-46.2% | $156,181-38.6% | $137,256-30.2% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 14.25% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,327 | $6,888+79.0% | $6,132+101.0% | $6,407+92.4% |
| Admin fee / account holder | $20,986 | $17,404+20.6% | $14,586+43.9% | $12,270+71.0% |