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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 | $182,851 | $157,270+16.3% | $141,173+29.5% | $152,870+19.6% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.4%-12.9pp |
| Annual return | 25.54% | 64.33%-38.8pp | 71.40%-45.9pp | 345.34%-319.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,639 | $7,110+7.4% | $6,710+13.9% | $5,850+30.6% |
| Admin fee / account holder | $1,196 | $12,121-90.1% | $10,262-88.3% | $11,597-89.7% |