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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 | $106,342 | $105,158+1.1% | $94,672+12.3% | $139,487-23.8% |
| Participation rate | 52.4% | 82.4%-30.0pp | 80.8%-28.5pp | 80.3%-28.0pp |
| Annual return | 16.24% | 38.11%-21.9pp | 156.89%-140.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,989 | $7,599+18.3% | $7,417+21.2% | $6,713+33.9% |
| Admin fee / account holder | $6,186 | $8,972-31.0% | $7,222-14.3% | $11,407-45.8% |