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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 | $126,506 | $114,119+10.9% | $107,187+18.0% | $138,895-8.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 16.18% | 273.21%-257.0pp | 204.55%-188.4pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,511 | $5,538+35.6% | $5,096+47.4% | $6,396+17.4% |
| Admin fee / account holder | $1,359 | $10,024-86.4% | $9,162-85.2% | $12,562-89.2% |