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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 | $169,210 | $148,623+13.9% | $135,974+24.4% | $139,466+21.3% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 21.82% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,524 | $8,103-56.5% | $7,760-54.6% | $6,712-47.5% |
| Admin fee / account holder | $1,214 | $12,406-90.2% | $10,767-88.7% | $11,409-89.4% |