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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 | $119,262 | $106,267+12.2% | $96,520+23.6% | $139,456-14.5% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 20.76% | 38.45%-17.7pp | 35.72%-15.0pp | 373.45%-352.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,092 | $5,454-61.6% | $4,879-57.1% | $6,711-68.8% |
| Admin fee / account holder | $8,142 | $7,882+3.3% | $6,733+20.9% | $11,407-28.6% |