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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 | $181,358 | $166,268+9.1% | $165,100+9.8% | $145,897+24.3% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 11.76% | 100.52%-88.8pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,922 | $6,964-58.0% | $6,035-51.6% | $6,689-56.3% |
| Admin fee / account holder | $4,706 | $16,659-71.8% | $12,696-62.9% | $13,390-64.9% |