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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 | $188,392 | $178,174+5.7% | $156,181+20.6% | $137,256+37.3% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.8%-23.8pp | 80.0%-25.0pp |
| Annual return | 13.12% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,465 | $6,888-6.1% | $6,132+5.4% | $6,407+0.9% |
| Admin fee / account holder | $34,125 | $17,404+96.1% | $14,586+134.0% | $12,270+178.1% |