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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 | $136,643 | $135,956+0.5% | $123,894+10.3% | $273,972-50.1% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 7.77% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,865 | $6,343+24.0% | $5,984+31.4% | $5,287+48.8% |
| Admin fee / account holder | $1,591 | $9,817-83.8% | $8,357-81.0% | $10,133-84.3% |