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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 | $141,732 | $108,942+30.1% | $100,415+41.1% | $145,897-2.9% |
| Participation rate | 53.3% | 83.0%-29.6pp | 81.5%-28.2pp | 80.3%-27.0pp |
| Annual return | 21.25% | 58.27%-37.0pp | 49.47%-28.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,112 | $8,461+7.7% | $8,091+12.6% | $6,689+36.2% |
| Admin fee / account holder | $2,370 | $9,702-75.6% | $7,906-70.0% | $13,390-82.3% |