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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 | $129,154 | $178,174-27.5% | $156,181-17.3% | $137,256-5.9% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.8%-19.7pp | 80.0%-20.9pp |
| Annual return | 16.21% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,314 | $6,888+49.7% | $6,132+68.2% | $6,407+61.0% |
| Admin fee / account holder | $38,290 | $17,404+120.0% | $14,586+162.5% | $12,270+212.1% |