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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 | $150,526 | $114,119+31.9% | $107,187+40.4% | $138,895+8.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 23.42% | 273.21%-249.8pp | 204.55%-181.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,773 | $5,538+40.4% | $5,096+52.5% | $6,396+21.5% |
| Admin fee / account holder | $4,856 | $10,024-51.6% | $9,162-47.0% | $12,562-61.3% |